INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 116 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $866,000 | -38.8% | 34,572 | -36.8% | 0.04% | -41.2% |
| Q2 2021 | $1,414,000 | -99.9% | 54,683 | +6.2% | 0.07% | -38.7% |
| Q1 2021 | $1,286,420,000 | +72538.1% | 51,498 | -27.5% | 0.11% | -67.7% |
| Q4 2020 | $1,771,000 | +2086.4% | 71,065 | +1848.6% | 0.34% | +2546.2% |
| Q1 2020 | $81,000 | -12.0% | 3,647 | +0.7% | 0.01% | -31.6% |
| Q4 2019 | $92,000 | +7.0% | 3,620 | -1.7% | 0.02% | 0.0% |
| Q4 2018 | $86,000 | – | 3,682 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |