INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 149 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |