INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 147 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,105,086 | -11.1% | 89,559 | -11.1% | 1.62% | -5.3% |
| Q2 2023 | $2,367,712 | -12.8% | 100,711 | -12.6% | 1.71% | -20.6% |
| Q1 2023 | $2,715,534 | +2.9% | 115,285 | +1.8% | 2.15% | +2.2% |
| Q4 2022 | $2,638,530 | +2.3% | 113,193 | +0.1% | 2.10% | -7.7% |
| Q3 2022 | $2,580,000 | +5.5% | 113,066 | +6.1% | 2.28% | +6.0% |
| Q2 2022 | $2,445,000 | -4.8% | 106,595 | +1.8% | 2.15% | +4.6% |
| Q1 2022 | $2,567,000 | -4.3% | 104,746 | -1.2% | 2.06% | +9.6% |
| Q4 2021 | $2,681,000 | – | 106,004 | – | 1.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,686,626 | $39,652,587 | 9.40% |
| Oder Investment Management, LLC | 180,035 | $4,232,624 | 4.64% |
| BCS Wealth Management | 141,756 | $3,333 | 2.43% |
| Blue Barn Wealth, LLC | 152,956 | $3,595,996 | 2.34% |
| Denver PWM, LLC | 206,415 | $4,856,935 | 2.01% |
| GILL CAPITAL PARTNERS, LLC | 202,663 | $4,764,618 | 2.00% |
| Ironwood Financial, llc | 307,313 | $7,224,924 | 1.90% |
| S.E.E.D. Planning Group LLC | 220,173 | $5,176,267 | 1.82% |
| Masso Torrence Wealth Management Inc. | 100,711 | $2,367,712 | 1.71% |
| Werba Rubin Papier Wealth Management | 201,313 | $4,732,863 | 1.64% |