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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,028,723 | -0.5% | 45,754 | -0.6% | 0.34% | +1.8% |
| Q2 2023 | $1,034,318 | -3.9% | 46,011 | -4.0% | 0.33% | -11.6% |
| Q1 2023 | $1,076,039 | +2.9% | 47,922 | +1.4% | 0.38% | -34.1% |
| Q4 2022 | $1,045,380 | -9.3% | 47,259 | -11.3% | 0.57% | -7.1% |
| Q3 2022 | $1,152,000 | +1.9% | 53,294 | +2.7% | 0.62% | +0.7% |
| Q2 2022 | $1,131,000 | -15.0% | 51,887 | -7.1% | 0.61% | +4.4% |
| Q1 2022 | $1,330,000 | +6.7% | 55,848 | +12.0% | 0.59% | +10.3% |
| Q4 2021 | $1,246,000 | +16.8% | 49,878 | +17.0% | 0.53% | +8.6% |
| Q3 2021 | $1,067,000 | +6.0% | 42,629 | +6.5% | 0.49% | +2.3% |
| Q2 2021 | $1,007,000 | +5.3% | 40,009 | +4.5% | 0.48% | -16.7% |
| Q1 2021 | $956,000 | +16.0% | 38,279 | +15.8% | 0.58% | +6.3% |
| Q4 2020 | $824,000 | – | 33,056 | – | 0.54% | – |
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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% |