INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 127 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,280,000 | -21.0% | 55,698 | -20.9% | 0.00% | 0.0% |
| Q2 2021 | $1,621,000 | +5.8% | 70,453 | +6.1% | 0.00% | -50.0% |
| Q1 2021 | $1,532,000 | +41.1% | 66,428 | +41.3% | 0.00% | +100.0% |
| Q4 2020 | $1,086,000 | -8.4% | 47,019 | -9.1% | 0.00% | 0.0% |
| Q3 2020 | $1,186,000 | -31.8% | 51,720 | -32.5% | 0.00% | -50.0% |
| Q2 2020 | $1,738,000 | -6.0% | 76,578 | -8.3% | 0.00% | -33.3% |
| Q1 2020 | $1,849,000 | -44.1% | 83,494 | -37.7% | 0.00% | -25.0% |
| Q4 2019 | $3,309,000 | +27.2% | 134,114 | +27.0% | 0.00% | 0.0% |
| Q3 2019 | $2,601,000 | +51.0% | 105,610 | +51.4% | 0.00% | +100.0% |
| Q2 2019 | $1,723,000 | +7.0% | 69,739 | +7.1% | 0.00% | 0.0% |
| Q1 2019 | $1,610,000 | +24.8% | 65,139 | +19.5% | 0.00% | 0.0% |
| Q4 2018 | $1,290,000 | -5.7% | 54,509 | -1.3% | 0.00% | 0.0% |
| Q3 2018 | $1,368,000 | +21.3% | 55,216 | +20.4% | 0.00% | 0.0% |
| Q2 2018 | $1,128,000 | – | 45,850 | – | 0.00% | – |
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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% |