INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,098 | +1.6% | 17,661 | +1.6% | 0.27% | +0.4% |
| Q2 2023 | $390,882 | -1.6% | 17,388 | -1.8% | 0.27% | -15.2% |
| Q1 2023 | $397,427 | -51.7% | 17,700 | -52.4% | 0.32% | -59.9% |
| Q4 2022 | $823,251 | -75.4% | 37,218 | -75.9% | 0.79% | -73.7% |
| Q3 2022 | $3,343,000 | +8.9% | 154,645 | +9.8% | 3.00% | -0.2% |
| Q2 2022 | $3,069,000 | +1.9% | 140,822 | +11.4% | 3.01% | +17.9% |
| Q1 2022 | $3,011,000 | +13.0% | 126,410 | +18.5% | 2.55% | +9.8% |
| Q4 2021 | $2,664,000 | – | 106,638 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,504,280 | $56,305,988 | 12.81% |
| BANTA ASSET MANAGEMENT LP | 187,335 | $4,212,021 | 5.24% |
| Oder Investment Management, LLC | 182,666 | $4,107,038 | 4.45% |
| COLLECTIVE FAMILY OFFICE LLC | 424,245 | $9,538,687 | 3.72% |
| Kaye Capital Management | 347,523 | $7,813,663 | 3.58% |
| Ironwood Financial, llc | 500,627 | $11,256,048 | 3.02% |
| River Street Advisors LLC | 99,961 | $2,247,515 | 2.12% |
| Horizons Wealth Management | 124,625 | $2,802,045 | 2.04% |
| OLD SECOND NATIONAL BANK OF AURORA | 270,123 | $6,073,419 | 1.85% |
| SFE Investment Counsel | 273,400 | $6,147,098 | 1.79% |