INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 93 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,997 | +10.4% | 88,852 | +10.1% | 0.01% | +25.0% |
| Q2 2023 | $1,809 | +10.2% | 80,711 | +9.8% | 0.00% | 0.0% |
| Q1 2023 | $1,642 | -29.0% | 73,500 | -29.7% | 0.00% | -33.3% |
| Q4 2022 | $2,312 | -99.9% | 104,609 | +6.8% | 0.01% | 0.0% |
| Q3 2022 | $2,128,000 | +575.6% | 97,924 | +681.3% | 0.01% | +500.0% |
| Q4 2021 | $315,000 | +47.9% | 12,533 | +47.1% | 0.00% | – |
| Q3 2021 | $213,000 | -32.4% | 8,522 | -32.0% | 0.00% | -100.0% |
| Q2 2021 | $315,000 | -20.1% | 12,533 | -20.4% | 0.00% | 0.0% |
| Q1 2021 | $394,000 | -10.3% | 15,753 | -10.5% | 0.00% | 0.0% |
| Q4 2020 | $439,000 | +39.8% | 17,608 | +35.3% | 0.00% | 0.0% |
| Q3 2020 | $314,000 | +52.4% | 13,015 | +40.2% | 0.00% | 0.0% |
| Q2 2020 | $206,000 | 0.0% | 9,286 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $206,000 | -8.8% | 9,286 | +4.7% | 0.00% | 0.0% |
| Q4 2019 | $226,000 | – | 8,868 | – | 0.00% | – |
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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% |