INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 130 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,082,793 | -63.2% | 48,159 | -63.2% | 0.00% | -100.0% |
| Q2 2023 | $2,940,412 | -4.2% | 130,980 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $3,068,097 | +6.2% | 136,660 | +4.5% | 0.00% | 0.0% |
| Q4 2022 | $2,888,000 | +137.9% | 130,772 | +133.0% | 0.00% | – |
| Q3 2022 | $1,214,000 | +22.1% | 56,129 | +20.7% | 0.00% | – |
| Q2 2022 | $994,000 | -16.3% | 46,522 | -6.5% | 0.00% | – |
| Q1 2022 | $1,188,000 | -2.8% | 49,771 | +1.8% | 0.00% | – |
| Q4 2021 | $1,222,000 | +0.7% | 48,910 | +0.9% | 0.00% | – |
| Q3 2021 | $1,214,000 | – | 48,473 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,504,280 | $56,305,988 | 12.81% |
| BANTA ASSET MANAGEMENT LP | 187,335 | $4,212,021 | 5.24% |
| Oder Investment Management, LLC | 182,666 | $4,107,038 | 4.45% |
| COLLECTIVE FAMILY OFFICE LLC | 424,245 | $9,538,687 | 3.72% |
| Kaye Capital Management | 347,523 | $7,813,663 | 3.58% |
| Ironwood Financial, llc | 500,627 | $11,256,048 | 3.02% |
| River Street Advisors LLC | 99,961 | $2,247,515 | 2.12% |
| Horizons Wealth Management | 124,625 | $2,802,045 | 2.04% |
| OLD SECOND NATIONAL BANK OF AURORA | 270,123 | $6,073,419 | 1.85% |
| SFE Investment Counsel | 273,400 | $6,147,098 | 1.79% |