INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,035 | +3.8% | 86,602 | +3.9% | 0.01% | +25.0% |
| Q2 2023 | $1,960 | +10.8% | 83,312 | +10.8% | 0.00% | 0.0% |
| Q1 2023 | $1,769 | +17.9% | 75,194 | +16.8% | 0.00% | 0.0% |
| Q4 2022 | $1,500 | -99.9% | 64,397 | +31.8% | 0.00% | +33.3% |
| Q3 2022 | $1,119,000 | +26.4% | 48,867 | +26.6% | 0.00% | +50.0% |
| Q2 2022 | $885,000 | -10.2% | 38,604 | -4.0% | 0.00% | 0.0% |
| Q1 2022 | $986,000 | +22.5% | 40,226 | +27.2% | 0.00% | 0.0% |
| Q4 2021 | $805,000 | +64.6% | 31,613 | +63.8% | 0.00% | +100.0% |
| Q3 2021 | $489,000 | -39.3% | 19,298 | -39.0% | 0.00% | -50.0% |
| Q2 2021 | $805,000 | -32.1% | 31,613 | -32.5% | 0.00% | -33.3% |
| Q1 2021 | $1,186,000 | -4.7% | 46,860 | -4.5% | 0.00% | 0.0% |
| Q4 2020 | $1,245,000 | +114.3% | 49,068 | +107.0% | 0.00% | +50.0% |
| Q3 2020 | $581,000 | +59.6% | 23,699 | +46.0% | 0.00% | +100.0% |
| Q2 2020 | $364,000 | 0.0% | 16,233 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $364,000 | +1.1% | 16,233 | +17.7% | 0.00% | 0.0% |
| Q4 2019 | $360,000 | – | 13,787 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 1,906,089 | $44,430,929 | 10.51% |
| COLLECTIVE FAMILY OFFICE LLC | 389,439 | $9,077,817 | 4.08% |
| IMA Wealth, Inc. | 618,357 | $14,413,904 | 3.82% |
| GILL CAPITAL PARTNERS, LLC | 298,890 | $6,967,126 | 3.29% |
| Blue Barn Wealth, LLC | 170,536 | $3,975,194 | 2.62% |
| Ironwood Financial, llc | 358,005 | $8,345,097 | 2.60% |
| BANTA ASSET MANAGEMENT LP | 74,325 | $1,732,516 | 2.33% |
| Harrison & Co Wealth Management, LLC | 98,925 | $2,305,942 | 2.23% |
| S.E.E.D. Planning Group LLC | 213,426 | $4,974,960 | 2.16% |
| Masso Torrence Wealth Management Inc. | 113,193 | $2,638,530 | 2.10% |