INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,800,252 | +0.7% | 165,877 | +0.9% | 1.05% | -4.1% |
| Q1 2024 | $3,774,166 | +30.7% | 164,452 | +29.5% | 1.09% | +11.6% |
| Q4 2023 | $2,886,824 | +97.6% | 127,005 | +95.4% | 0.98% | +88.5% |
| Q3 2023 | $1,461,267 | -3.2% | 65,003 | -2.9% | 0.52% | -0.8% |
| Q2 2023 | $1,510,174 | +5.7% | 66,970 | +5.3% | 0.52% | -6.6% |
| Q1 2023 | $1,429,166 | +39.0% | 63,575 | +36.7% | 0.56% | +32.3% |
| Q4 2022 | $1,028,491 | – | 46,517 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 580,504 | $13,194,864 | 7.83% |
| BANTA ASSET MANAGEMENT LP | 188,435 | $4,283,128 | 5.10% |
| Mirador Capital Partners LP | 921,758 | $20,951,552 | 4.44% |
| Oder Investment Management, LLC | 128,206 | $2,914,128 | 2.88% |
| Ironwood Financial, llc | 468,499 | $10,648,979 | 2.58% |
| FF Advisors,LLC | 136,002 | $3,091,332 | 2.57% |
| Horizons Wealth Management | 130,894 | $2,975,225 | 1.95% |
| Legacy Financial Group LLC | 18,831 | $428,000 | 1.94% |
| SFE Investment Counsel | 281,300 | $6,393,949 | 1.66% |
| PRIVATE CLIENT SERVICES, LLC | 82,410 | $1,873,179 | 1.54% |