INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,812 | +2.7% | 13,691 | +2.7% | 0.22% | +1.4% |
| Q2 2023 | $313,395 | -6.4% | 13,330 | -6.3% | 0.22% | -19.2% |
| Q1 2023 | $334,949 | -61.1% | 14,220 | -61.5% | 0.27% | -67.8% |
| Q4 2022 | $860,870 | -75.1% | 36,931 | -75.6% | 0.82% | -73.4% |
| Q3 2022 | $3,458,000 | +9.5% | 151,555 | +10.1% | 3.11% | +0.4% |
| Q2 2022 | $3,159,000 | +1.6% | 137,698 | +8.6% | 3.10% | +17.5% |
| Q1 2022 | $3,108,000 | +7.9% | 126,786 | +11.4% | 2.63% | +4.9% |
| Q4 2021 | $2,880,000 | – | 113,861 | – | 2.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |