INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,050 | -0.0% | 10,000 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $235,100 | -58.6% | 10,000 | -58.5% | 0.02% | -60.4% |
| Q1 2023 | $567,676 | +1.1% | 24,100 | 0.0% | 0.05% | +12.8% |
| Q4 2022 | $561,771 | -2.0% | 24,100 | -4.0% | 0.05% | -17.5% |
| Q3 2022 | $573,000 | -0.5% | 25,100 | 0.0% | 0.06% | +14.0% |
| Q2 2022 | $576,000 | -6.3% | 25,100 | 0.0% | 0.05% | +6.4% |
| Q1 2022 | $615,000 | -6.8% | 25,100 | -3.8% | 0.05% | -2.1% |
| Q4 2021 | $660,000 | +44.1% | 26,100 | +44.2% | 0.05% | +33.3% |
| Q3 2021 | $458,000 | -0.7% | 18,100 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $461,000 | -44.3% | 18,100 | -44.6% | 0.04% | -47.0% |
| Q1 2021 | $827,000 | +45.3% | 32,700 | +46.0% | 0.07% | +37.5% |
| Q4 2020 | $569,000 | +12.7% | 22,400 | +8.7% | 0.05% | -2.0% |
| Q3 2020 | $505,000 | +30.2% | 20,600 | +27.2% | 0.05% | +28.9% |
| Q2 2020 | $388,000 | – | 16,200 | – | 0.04% | – |
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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% |