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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $344,000 | -3.1% | 14,042 | 0.0% | 0.10% | +7.4% |
| Q4 2021 | $355,000 | 0.0% | 14,042 | 0.0% | 0.10% | +21.8% |
| Q3 2021 | $355,000 | -0.8% | 14,042 | 0.0% | 0.08% | +14.7% |
| Q2 2021 | $358,000 | -15.4% | 14,042 | -15.9% | 0.07% | -17.1% |
| Q1 2021 | $423,000 | +2.7% | 16,704 | +2.9% | 0.08% | +10.8% |
| Q4 2020 | $412,000 | -8.8% | 16,231 | -11.9% | 0.07% | -20.4% |
| Q3 2020 | $452,000 | +1.3% | 18,418 | -0.9% | 0.09% | -4.1% |
| Q2 2020 | $446,000 | +10.9% | 18,580 | +3.7% | 0.10% | -3.0% |
| Q1 2020 | $402,000 | -3.1% | 17,916 | +13.0% | 0.10% | +20.5% |
| Q4 2019 | $415,000 | +37.9% | 15,857 | +37.5% | 0.08% | +23.9% |
| Q3 2019 | $301,000 | +24.4% | 11,531 | +24.1% | 0.07% | -1.5% |
| Q2 2019 | $242,000 | – | 9,295 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 2,057,064 | $48,454,138 | 11.48% |
| COLLECTIVE FAMILY OFFICE LLC | 419,821 | $9,888,878 | 4.08% |
| IMA Wealth, Inc. | 606,290 | $14,281,158 | 3.68% |
| GILL CAPITAL PARTNERS, LLC | 262,058 | $6,172,787 | 2.76% |
| Ironwood Financial, llc | 417,830 | $9,841,996 | 2.74% |
| Blue Barn Wealth, LLC | 156,870 | $3,695,073 | 2.29% |
| Masso Torrence Wealth Management Inc. | 115,285 | $2,715,534 | 2.15% |
| Vista Private Wealth Partners. LLC | 199,279 | $4,690,034 | 2.06% |
| BANTA ASSET MANAGEMENT LP | 72,025 | $1,692,588 | 1.97% |
| S.E.E.D. Planning Group LLC | 210,908 | $4,967,939 | 1.92% |