Werba Rubin Papier Wealth Management - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 3 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$4,309,089
-6.9%
191,652
-7.0%
1.53%
-4.5%
Q2 2023$4,630,281
+2.8%
205,973
+2.7%
1.61%
-9.2%
Q1 2023$4,504,240
+13.1%
200,598
+11.4%
1.77%
+7.7%
Q4 2022$3,983,921180,1051.64%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
NameSharesValueWeighting ↓
Mirador Capital Partners LP 128,711$3,013,0001.86%
WRAPMANAGER INC 33,738$790,0000.28%
Ironwood Financial, llc 18,738$439,0000.25%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 508,970$11,915,0000.10%
Segment Wealth Management, LLC 12,872$301,0000.08%
Cetera Advisors LLC 53,493$1,250,0000.07%
AlphaStar Capital Management, LLC 9,070$212,0000.07%
Bluefin Trading, LLC 27,531$645,0000.06%
Integrated Wealth Concepts LLC 10,305$241,0000.06%
Anchor Investment Management, LLC 7,871$184,2600.05%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders