INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 3 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,561 | +12.5% | 247,329 | +12.4% | 0.02% | +5.0% |
| Q2 2023 | $4,945 | +147.4% | 219,969 | +147.1% | 0.02% | +122.2% |
| Q1 2023 | $1,999 | +17.5% | 89,005 | +15.7% | 0.01% | 0.0% |
| Q4 2022 | $1,702 | -99.9% | 76,922 | +41.7% | 0.01% | +28.6% |
| Q3 2022 | $1,174,000 | +193.5% | 54,290 | +196.0% | 0.01% | +250.0% |
| Q2 2022 | $400,000 | +16.3% | 18,343 | +26.8% | 0.00% | 0.0% |
| Q1 2022 | $344,000 | – | 14,462 | – | 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% |