INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 153 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371,643 | +15.4% | 16,358 | +15.5% | 0.19% | +5.5% |
| Q1 2024 | $322,040 | -20.0% | 14,168 | -20.1% | 0.18% | -23.3% |
| Q4 2023 | $402,579 | +1.4% | 17,723 | +0.4% | 0.24% | -12.3% |
| 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 | 1,424,975 | $32,033,438 | 7.59% |
| Oder Investment Management, LLC | 174,565 | $3,924,218 | 4.30% |
| BANTA ASSET MANAGEMENT LP | 152,250 | $3,422,580 | 3.99% |
| COLLECTIVE FAMILY OFFICE LLC | 407,828 | $9,167,978 | 3.58% |
| Ironwood Financial, llc | 495,189 | $11,131,854 | 2.93% |
| S.E.E.D. Planning Group LLC | 229,930 | $5,168,826 | 1.81% |
| SFE Investment Counsel | 282,763 | $6,356,512 | 1.80% |
| Masso Torrence Wealth Management Inc. | 99,882 | $2,245,338 | 1.62% |
| Werba Rubin Papier Wealth Management | 205,973 | $4,630,281 | 1.61% |
| Sound Stewardship, LLC | 98,695 | $2,218,667 | 1.46% |