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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,867,981 | -6.3% | 164,560 | -6.3% | 0.05% | -3.6% |
| Q2 2023 | $4,127,965 | +7.8% | 175,583 | +8.0% | 0.06% | -1.8% |
| Q1 2023 | $3,829,852 | +76.4% | 162,592 | +74.6% | 0.06% | +62.9% |
| Q4 2022 | $2,170,814 | -1.5% | 93,128 | -3.6% | 0.04% | -7.9% |
| Q3 2022 | $2,204,207 | +44.9% | 96,591 | +45.6% | 0.04% | +31.0% |
| Q2 2022 | $1,521,000 | -31.4% | 66,320 | -26.6% | 0.03% | -21.6% |
| Q1 2022 | $2,216,000 | – | 90,404 | – | 0.04% | – |
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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% |