INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 94 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $40,000 | -2.4% | 1,800 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $41,000 | -2.4% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $42,000 | 0.0% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $42,000 | -74.1% | 1,800 | -76.0% | 0.01% | -83.9% |
| Q1 2020 | $162,000 | -11.5% | 7,485 | 0.0% | 0.03% | +10.7% |
| Q4 2019 | $183,000 | +0.5% | 7,485 | 0.0% | 0.03% | +7.7% |
| Q3 2019 | $182,000 | -11.2% | 7,485 | -10.7% | 0.03% | -16.1% |
| Q2 2019 | $205,000 | 0.0% | 8,380 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $205,000 | +5.7% | 8,380 | 0.0% | 0.03% | -3.1% |
| Q4 2018 | $194,000 | +0.5% | 8,380 | +7.2% | 0.03% | +14.3% |
| Q3 2018 | $193,000 | +0.5% | 7,815 | -0.6% | 0.03% | -6.7% |
| Q2 2018 | $192,000 | – | 7,865 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 293,934 | $7,193,000 | 3.72% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 311,610 | $7,625,000 | 3.41% |
| SFE Investment Counsel | 224,453 | $5,492,000 | 2.48% |
| Allen Capital Group, LLC | 253,351 | $6,199,000 | 2.05% |
| Pacific Wealth Strategies Group, Inc. | 122,521 | $2,998,000 | 1.94% |
| FCA CORP /TX | 163,253 | $3,995,000 | 1.55% |
| Denver PWM, LLC | 87,972 | $2,160,000 | 1.41% |
| Mirador Capital Partners LP | 72,078 | $1,764,000 | 0.96% |
| IMA Wealth, Inc. | 95,552 | $2,338,000 | 0.91% |
| Camelot Portfolios, LLC | 86,603 | $2,119,000 | 0.88% |