INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 134 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| WRAPMANAGER INC | 47,116 | $1,176,000 | 0.39% |
| AlphaStar Capital Management, LLC | 52,565 | $1,311,000 | 0.37% |
| Ironwood Financial, llc | 24,383 | $608,000 | 0.31% |
| SFE Investment Counsel | 17,324 | $432,000 | 0.20% |
| Mirador Capital Partners LP | 9,147 | $228,000 | 0.12% |
| Segment Wealth Management, LLC | 21,734 | $542,000 | 0.12% |
| Bluefin Trading, LLC | 29,717 | $741,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 513,271 | $12,806,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,235 | $555,000 | 0.08% |
| Cetera Advisors LLC | 52,412 | $1,307,000 | 0.06% |