INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $152,000 | -97.1% | 6,625 | -97.1% | 0.01% | -97.0% |
| Q2 2021 | $5,273,000 | -24.2% | 229,163 | -24.1% | 0.47% | -29.3% |
| Q1 2021 | $6,961,000 | -9.4% | 301,867 | -9.2% | 0.67% | -18.8% |
| Q4 2020 | $7,680,000 | +84.2% | 332,471 | +82.9% | 0.82% | +57.1% |
| Q3 2020 | $4,170,000 | +4.3% | 181,777 | +3.2% | 0.52% | -2.8% |
| Q2 2020 | $3,998,000 | +11.4% | 176,222 | +8.7% | 0.54% | -4.3% |
| Q1 2020 | $3,589,000 | -9.6% | 162,092 | +0.7% | 0.56% | +10.6% |
| Q4 2019 | $3,970,000 | +5.1% | 160,886 | +4.9% | 0.51% | +0.2% |
| Q3 2019 | $3,777,000 | +9.8% | 153,334 | +10.1% | 0.51% | +9.5% |
| Q2 2019 | $3,441,000 | +3.5% | 139,300 | +3.5% | 0.46% | -1.3% |
| Q1 2019 | $3,325,000 | +4.8% | 134,575 | +0.4% | 0.47% | -6.5% |
| Q4 2018 | $3,172,000 | +5.1% | 134,075 | +10.0% | 0.50% | +27.9% |
| Q3 2018 | $3,018,000 | +7.2% | 121,850 | +6.5% | 0.39% | +2.1% |
| Q2 2018 | $2,814,000 | – | 114,400 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 907,134 | $20,954,000 | 12.49% |
| Ironwood Wealth Management, LLC. | 637,690 | $14,731,000 | 9.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 628,916 | $14,528,000 | 5.93% |
| IMA Wealth, Inc. | 892,696 | $20,621,000 | 5.78% |
| Ironwood Financial, llc | 436,414 | $10,081,000 | 3.77% |
| Oder Investment Management, LLC | 146,912 | $3,389,000 | 3.32% |
| COLLECTIVE FAMILY OFFICE LLC | 244,552 | $5,649,000 | 3.14% |
| BCS Wealth Management | 255,106 | $5,893,000 | 3.06% |
| Mirador Capital Partners LP | 390,150 | $9,012,000 | 2.47% |
| Legacy Financial Group LLC | 232,196 | $5,364,000 | 2.06% |