INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 64 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,291 | +11.7% | 101,893 | +11.7% | 0.01% | +18.2% |
| Q2 2023 | $2,051 | +16.9% | 91,242 | +16.8% | 0.01% | -8.3% |
| Q1 2023 | $1,755 | +40.0% | 78,142 | +37.8% | 0.01% | +50.0% |
| Q4 2022 | $1,254 | -99.7% | 56,709 | +196.3% | 0.01% | +166.7% |
| Q3 2022 | $414,000 | -11.9% | 19,137 | -11.3% | 0.00% | -25.0% |
| Q2 2022 | $470,000 | -6.2% | 21,583 | +2.6% | 0.00% | 0.0% |
| Q1 2022 | $501,000 | -18.5% | 21,039 | -14.5% | 0.00% | 0.0% |
| Q4 2021 | $615,000 | -23.9% | 24,617 | -23.7% | 0.00% | -33.3% |
| Q3 2021 | $808,000 | +10.8% | 32,250 | +11.3% | 0.01% | 0.0% |
| Q2 2021 | $729,000 | -3.4% | 28,973 | -4.2% | 0.01% | -14.3% |
| Q1 2021 | $755,000 | -5.5% | 30,233 | -5.7% | 0.01% | -22.2% |
| Q4 2020 | $799,000 | +6.1% | 32,056 | +2.6% | 0.01% | 0.0% |
| Q3 2020 | $753,000 | +2.6% | 31,232 | -0.3% | 0.01% | -10.0% |
| Q2 2020 | $734,000 | +16.7% | 31,321 | +10.5% | 0.01% | -9.1% |
| Q1 2020 | $629,000 | -1.9% | 28,338 | +12.6% | 0.01% | +22.2% |
| Q4 2019 | $641,000 | – | 25,158 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 128,711 | $3,013,000 | 1.86% |
| WRAPMANAGER INC | 33,738 | $790,000 | 0.28% |
| Ironwood Financial, llc | 18,738 | $439,000 | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,970 | $11,915,000 | 0.10% |
| Segment Wealth Management, LLC | 12,872 | $301,000 | 0.08% |
| Cetera Advisors LLC | 53,493 | $1,250,000 | 0.07% |
| AlphaStar Capital Management, LLC | 9,070 | $212,000 | 0.07% |
| Bluefin Trading, LLC | 27,531 | $645,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,305 | $241,000 | 0.06% |
| Anchor Investment Management, LLC | 7,871 | $184,260 | 0.05% |