INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 147 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,594,000 | +0.4% | 63,026 | +0.5% | 0.48% | -3.0% |
| Q3 2021 | $1,588,000 | -7.4% | 62,731 | -6.8% | 0.49% | -3.5% |
| Q2 2021 | $1,715,000 | -0.3% | 67,336 | -1.0% | 0.51% | -5.5% |
| Q1 2021 | $1,720,000 | -1.7% | 67,998 | -1.4% | 0.54% | -24.2% |
| Q4 2020 | $1,750,000 | +4.4% | 68,959 | +1.0% | 0.71% | +2.6% |
| Q3 2020 | $1,676,000 | +3.2% | 68,310 | +0.9% | 0.70% | -3.9% |
| Q2 2020 | $1,624,000 | +7.8% | 67,724 | +1.0% | 0.72% | +0.4% |
| Q1 2020 | $1,506,000 | -9.2% | 67,081 | +5.8% | 0.72% | +9.6% |
| Q4 2019 | $1,658,000 | +3.9% | 63,420 | +3.6% | 0.66% | 0.0% |
| Q3 2019 | $1,595,000 | +119.1% | 61,189 | +118.9% | 0.66% | +107.6% |
| Q2 2019 | $728,000 | +116.0% | 27,955 | +116.1% | 0.32% | +109.9% |
| Q1 2019 | $337,000 | +35.9% | 12,936 | +28.4% | 0.15% | +16.2% |
| Q4 2018 | $248,000 | +7.4% | 10,078 | +14.4% | 0.13% | +22.6% |
| Q3 2018 | $231,000 | – | 8,812 | – | 0.11% | – |
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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% |