INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 104 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,784,000 | -3.7% | 247,596 | -4.0% | 0.73% | -10.3% |
| Q2 2020 | $6,006,000 | -4.9% | 257,986 | -6.0% | 0.81% | -18.1% |
| Q1 2020 | $6,314,000 | -7.1% | 274,536 | -3.3% | 0.99% | +13.5% |
| Q4 2019 | $6,797,000 | -1.2% | 284,036 | -1.2% | 0.87% | -5.8% |
| Q3 2019 | $6,883,000 | -2.8% | 287,436 | -2.2% | 0.93% | -2.9% |
| Q2 2019 | $7,080,000 | -0.8% | 293,910 | -0.9% | 0.96% | -5.4% |
| Q1 2019 | $7,140,000 | +2.5% | 296,510 | -0.2% | 1.01% | -8.6% |
| Q4 2018 | $6,963,000 | -3.9% | 297,185 | -0.2% | 1.11% | +16.9% |
| Q3 2018 | $7,245,000 | +2.2% | 297,858 | +1.8% | 0.95% | -2.8% |
| Q2 2018 | $7,092,000 | – | 292,464 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMA Wealth, Inc. | 595,337 | $14,246,000 | 5.29% |
| BCS Wealth Management | 326,520 | $7,814,000 | 5.21% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,063 | $12,493,000 | 4.96% |
| Adams Wealth Management | 235,008 | $5,624,000 | 4.74% |
| Ironwood Financial, llc | 362,086 | $8,652,000 | 3.96% |
| American Institute for Advanced Investment Management, LLP | 146,757 | $3,512,000 | 3.39% |
| Prostatis Group LLC | 143,721 | $3,439,239 | 3.11% |
| Private Vista, LLC | 444,319 | $10,647,000 | 2.87% |
| SFE Investment Counsel | 271,912 | $6,507,000 | 2.66% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,739,395 | $41,623,000 | 2.54% |