INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,294,000 | +4.0% | 144,106 | +1.5% | 0.77% | -6.3% |
| Q2 2020 | $3,166,000 | +9.9% | 141,975 | +6.8% | 0.83% | +0.5% |
| Q1 2020 | $2,881,000 | +16.9% | 132,994 | +32.0% | 0.82% | +16.4% |
| Q4 2019 | $2,464,000 | +11.4% | 100,758 | +11.0% | 0.71% | +4.7% |
| Q3 2019 | $2,212,000 | +6.3% | 90,779 | +7.0% | 0.67% | +2.7% |
| Q2 2019 | $2,080,000 | +16.8% | 84,815 | +16.5% | 0.66% | +11.2% |
| Q1 2019 | $1,781,000 | +36.2% | 72,792 | +29.2% | 0.59% | +18.2% |
| Q4 2018 | $1,308,000 | -7.2% | 56,353 | -1.5% | 0.50% | +2.9% |
| Q3 2018 | $1,410,000 | +7.1% | 57,199 | +6.3% | 0.48% | +1.7% |
| Q2 2018 | $1,317,000 | – | 53,813 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tatro Capital, LLC | 281,679 | $6,453,000 | 4.83% |
| Oder Investment Management, LLC | 176,391 | $4,041,000 | 4.59% |
| IMA Advisory Services, Inc. | 763,524 | $17,492,000 | 4.02% |
| Harrison & Co Wealth Management, LLC | 198,232 | $4,541,000 | 3.98% |
| Mirador Capital Partners LP | 759,536 | $17,401,000 | 3.52% |
| COLLECTIVE FAMILY OFFICE LLC | 379,689 | $8,699,000 | 3.32% |
| Blue Barn Wealth, LLC | 174,727 | $4,003,000 | 2.77% |
| Straight Path Wealth Management | 139,901 | $3,205,000 | 2.72% |
| WFA of San Diego, LLC | 154,360 | $3,536,000 | 2.69% |
| BCS Wealth Management | 240,780 | $5,516,000 | 2.28% |