INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,984,878 | +6.5% | 131,406 | +5.4% | 1.96% | -4.3% |
| Q3 2023 | $2,802,045 | +80.5% | 124,625 | +80.3% | 2.04% | +85.6% |
| Q2 2023 | $1,552,081 | +2.6% | 69,131 | +2.6% | 1.10% | -0.8% |
| Q1 2023 | $1,513,419 | +131845.9% | 67,401 | +30.0% | 1.11% | +21.0% |
| Q4 2022 | $1,147 | -99.7% | 51,858 | +197.7% | 0.92% | +164.3% |
| Q3 2022 | $377,000 | -1.0% | 17,422 | +4.0% | 0.35% | +11.2% |
| Q2 2022 | $381,000 | – | 16,747 | – | 0.31% | – |
Download | ||||||
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% |