INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $52,000 | 0.0% | 2,508 | +0.3% | 0.00% | 0.0% |
Q2 2019 | $52,000 | -14.8% | 2,500 | -14.3% | 0.00% | -33.3% |
Q1 2019 | $61,000 | -25.6% | 2,916 | -25.9% | 0.00% | -25.0% |
Q4 2018 | $82,000 | -18.8% | 3,936 | -18.3% | 0.00% | -20.0% |
Q3 2018 | $101,000 | -6.5% | 4,820 | -6.5% | 0.01% | 0.0% |
Q2 2018 | $108,000 | – | 5,153 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 583,496 | $12,290,000 | 14.59% |
NorthRock Partners, LLC | 1,471,915 | $31,033,000 | 8.94% |
VALLEY NATIONAL ADVISERS INC | 952,334 | $20,075,000 | 6.96% |
Evanston Investments, Inc., dba Evanston Advisors | 1,044,926 | $22,027,000 | 4.81% |
Northwest Capital Management Inc | 211,753 | $4,463,000 | 4.74% |
First Command Financial Services, Inc. | 769,488 | $16,220,000 | 4.54% |
First Command Bank | 769,488 | $16,220,000 | 4.54% |
Ironwood Financial, llc | 388,395 | $8,187,000 | 4.35% |
Aspen Investment Management Inc | 209,464 | $4,416,000 | 2.92% |
ADVISORS MANAGEMENT GROUP INC /ADV | 286,419 | $6,038,000 | 2.77% |