INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 143 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380 | -8.2% | 16,180 | -8.1% | 0.03% | -3.6% |
| Q2 2023 | $414 | -9.6% | 17,609 | -9.4% | 0.03% | -15.2% |
| Q1 2023 | $458 | -4.8% | 19,432 | -5.8% | 0.03% | -8.3% |
| Q4 2022 | $481 | -99.9% | 20,638 | -11.1% | 0.04% | -14.3% |
| Q3 2022 | $530,000 | -51.3% | 23,221 | -51.1% | 0.04% | -49.4% |
| Q2 2022 | $1,089,000 | -4.9% | 47,478 | +1.6% | 0.08% | +5.1% |
| Q1 2022 | $1,145,000 | +11.1% | 46,729 | +14.7% | 0.08% | +14.5% |
| Q4 2021 | $1,031,000 | – | 40,753 | – | 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% |