INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,884 | -73.3% | 29,691 | -73.3% | 0.00% | -100.0% |
| Q2 2023 | $2,609,621 | -5.4% | 111,151 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $2,758,156 | -55.8% | 117,110 | -56.3% | 0.00% | -50.0% |
| Q4 2022 | $6,235,000 | +671.7% | 267,743 | +656.1% | 0.00% | – |
| Q3 2022 | $808,000 | +24.3% | 35,412 | +25.0% | 0.00% | – |
| Q2 2022 | $650,000 | -37.6% | 28,321 | -33.2% | 0.00% | – |
| Q1 2022 | $1,041,000 | -15.4% | 42,370 | -12.9% | 0.00% | – |
| Q4 2021 | $1,230,000 | -2.3% | 48,636 | -2.2% | 0.00% | – |
| Q3 2021 | $1,259,000 | – | 49,743 | – | 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% |