INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 130 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |