INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $480 | 0.0% | 20,400 | 0.0% | 0.05% | +4.2% |
| Q2 2023 | $480 | -24.3% | 20,400 | -24.2% | 0.05% | -40.7% |
| Q1 2023 | $634 | +3.4% | 26,900 | +2.3% | 0.08% | +1.2% |
| Q4 2022 | $613 | -99.9% | 26,300 | -5.2% | 0.08% | +1.3% |
| Q3 2022 | $633,000 | +2.4% | 27,750 | +3.1% | 0.08% | +6.8% |
| Q2 2022 | $618,000 | -30.6% | 26,925 | -25.8% | 0.07% | -14.0% |
| Q1 2022 | $890,000 | -13.4% | 36,300 | -10.7% | 0.09% | -12.2% |
| Q4 2021 | $1,028,000 | +47.5% | 40,650 | +48.6% | 0.10% | +36.1% |
| Q2 2021 | $697,000 | +32.8% | 27,350 | +31.8% | 0.07% | +33.3% |
| Q1 2021 | $525,000 | +6.1% | 20,750 | +6.4% | 0.05% | -61.7% |
| Q4 2020 | $495,000 | +18.7% | 19,500 | +14.7% | 0.14% | +147.4% |
| Q3 2020 | $417,000 | +5.3% | 17,000 | +3.0% | 0.06% | +3.6% |
| Q2 2020 | $396,000 | – | 16,500 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |