INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,899 | -16.3% | 80,776 | -16.3% | 0.01% | -22.2% |
| Q2 2023 | $2,270 | +32.6% | 96,543 | +31.4% | 0.01% | 0.0% |
| Q4 2022 | $1,712 | -99.9% | 73,452 | +41.7% | 0.01% | +28.6% |
| Q3 2022 | $1,183,000 | +193.5% | 51,851 | +195.0% | 0.01% | +250.0% |
| Q2 2022 | $403,000 | +16.1% | 17,579 | +24.0% | 0.00% | 0.0% |
| Q1 2022 | $347,000 | – | 14,173 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 254,225 | $6,237,000 | 3.13% |
| Denver PWM, LLC | 183,912 | $4,512,000 | 2.63% |
| Tri-Star Advisors Inc. | 161,491 | $4,010,000 | 2.51% |
| Mirador Capital Partners LP | 309,843 | $7,601,000 | 2.37% |
| SFE Investment Counsel | 234,122 | $5,744,000 | 2.29% |
| S.E.E.D. Planning Group LLC | 112,791 | $2,767,000 | 2.03% |
| Pacific Wealth Strategies Group, Inc. | 112,343 | $2,756,000 | 1.45% |
| FCA CORP /TX | 137,860 | $3,382,000 | 1.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 68,310 | $1,676,000 | 0.70% |
| BCS Wealth Management | 48,977 | $1,202,000 | 0.68% |