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 | $1,642,906 | -75.1% | 69,896 | -75.1% | 0.00% | -77.8% |
| Q2 2023 | $6,605,804 | +2.1% | 280,978 | +2.3% | 0.01% | 0.0% |
| Q1 2023 | $6,468,122 | -9.1% | 274,596 | -10.1% | 0.01% | -18.2% |
| Q4 2022 | $7,116,963 | -6.7% | 305,316 | -8.6% | 0.01% | -8.3% |
| Q3 2022 | $7,625,000 | -1.1% | 334,144 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $7,709,000 | -6.6% | 336,015 | -0.2% | 0.01% | +9.1% |
| Q1 2022 | $8,255,000 | +3.9% | 336,775 | +7.2% | 0.01% | 0.0% |
| Q4 2021 | $7,947,000 | +6.8% | 314,235 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $7,444,000 | +3.8% | 294,006 | +4.4% | 0.01% | 0.0% |
| Q2 2021 | $7,174,000 | +8.5% | 281,663 | +7.8% | 0.01% | 0.0% |
| Q1 2021 | $6,611,000 | +9.8% | 261,295 | +10.1% | 0.01% | 0.0% |
| Q4 2020 | $6,021,000 | +341.4% | 237,225 | +326.7% | 0.01% | +266.7% |
| Q3 2020 | $1,364,000 | +46.8% | 55,592 | +43.4% | 0.00% | +50.0% |
| Q2 2020 | $929,000 | +99.4% | 38,761 | +85.5% | 0.00% | +100.0% |
| Q1 2020 | $466,000 | – | 20,898 | – | 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% |