INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $627,000 | +4.8% | 27,329 | +3.7% | 0.21% | -5.4% |
| Q2 2020 | $598,000 | -9.7% | 26,353 | -11.9% | 0.22% | -24.7% |
| Q1 2020 | $662,000 | -40.9% | 29,908 | -34.1% | 0.30% | -16.2% |
| Q4 2019 | $1,121,000 | +1.2% | 45,413 | +0.9% | 0.35% | -3.6% |
| Q3 2019 | $1,108,000 | -7.3% | 45,001 | -7.0% | 0.36% | -5.2% |
| Q2 2019 | $1,195,000 | +2.8% | 48,398 | +2.8% | 0.38% | +0.3% |
| Q1 2019 | $1,163,000 | +45.6% | 47,071 | +39.4% | 0.38% | +35.7% |
| Q4 2018 | $799,000 | -13.8% | 33,763 | -9.8% | 0.28% | -4.1% |
| Q3 2018 | $927,000 | +18.1% | 37,431 | +17.2% | 0.30% | +12.2% |
| Q2 2018 | $785,000 | – | 31,929 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 987,934 | $22,416,000 | 15.10% |
| Ironwood Financial, llc | 558,869 | $12,681,000 | 6.85% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 627,573 | $14,240,000 | 6.35% |
| IMA Wealth, Inc. | 653,595 | $14,830,000 | 5.36% |
| SFE Investment Counsel | 296,795 | $6,734,000 | 2.98% |
| BCS Wealth Management | 182,941 | $4,151,000 | 2.49% |
| S.E.E.D. Planning Group LLC | 95,958 | $2,177,000 | 1.70% |
| American Institute for Advanced Investment Management, LLP | 70,461 | $1,599,000 | 1.51% |
| Asset Dedication, LLC | 219,901 | $4,983,000 | 1.36% |
| Strategic Wealth Management Group, LLC | 94,213 | $2,138,000 | 1.26% |