INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 118 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,191,110 | -13.7% | 305,940 | -13.7% | 0.00% | 0.0% |
| Q2 2023 | $8,329,888 | -18.9% | 354,313 | -18.8% | 0.00% | 0.0% |
| Q1 2023 | $10,274,408 | -32.7% | 436,188 | -33.4% | 0.00% | -50.0% |
| Q4 2022 | $15,268,323 | +56.3% | 655,012 | +53.0% | 0.00% | +100.0% |
| Q3 2022 | $9,768,000 | +24.4% | 428,076 | +25.1% | 0.00% | 0.0% |
| Q2 2022 | $7,852,000 | -35.0% | 342,306 | -30.6% | 0.00% | 0.0% |
| Q1 2022 | $12,086,000 | +6.9% | 493,138 | +10.3% | 0.00% | 0.0% |
| Q4 2021 | $11,310,000 | +5.8% | 447,201 | +6.0% | 0.00% | 0.0% |
| Q3 2021 | $10,687,000 | +4.4% | 422,078 | +5.1% | 0.00% | 0.0% |
| Q2 2021 | $10,232,000 | +22.5% | 401,709 | +21.7% | 0.00% | 0.0% |
| Q1 2021 | $8,352,000 | +39.4% | 330,097 | +39.8% | 0.00% | 0.0% |
| Q4 2020 | $5,992,000 | +13.7% | 236,092 | +9.9% | 0.00% | 0.0% |
| Q3 2020 | $5,272,000 | +1.8% | 214,897 | -0.5% | 0.00% | 0.0% |
| Q2 2020 | $5,178,000 | -30.8% | 215,940 | -35.2% | 0.00% | 0.0% |
| Q1 2020 | $7,488,000 | +56.0% | 333,468 | +81.6% | 0.00% | 0.0% |
| Q4 2019 | $4,799,000 | +8.0% | 183,582 | +7.7% | 0.00% | 0.0% |
| Q3 2019 | $4,442,000 | +1.8% | 170,406 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $4,365,000 | +28.4% | 167,569 | +28.3% | 0.00% | 0.0% |
| Q1 2019 | $3,400,000 | +55.7% | 130,610 | +47.3% | 0.00% | – |
| Q4 2018 | $2,183,000 | +8.7% | 88,648 | +15.7% | 0.00% | – |
| Q3 2018 | $2,008,000 | +295.3% | 76,587 | +291.7% | 0.00% | – |
| Q2 2018 | $508,000 | – | 19,551 | – | 0.00% | – |
Download | ||||||
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% |