INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 140 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,093,000 | -7.6% | 45,656 | -7.0% | 0.36% | -5.5% |
| Q2 2019 | $1,183,000 | +3.0% | 49,087 | +2.9% | 0.38% | +0.5% |
| Q1 2019 | $1,149,000 | +43.3% | 47,710 | +39.3% | 0.38% | +33.5% |
| Q4 2018 | $802,000 | -12.9% | 34,250 | -9.6% | 0.28% | -3.1% |
| Q3 2018 | $921,000 | +17.6% | 37,870 | +17.2% | 0.29% | +11.4% |
| Q2 2018 | $783,000 | – | 32,308 | – | 0.26% | – |
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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% |