INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $425,000 | +7.3% | 18,186 | +6.9% | 0.03% | 0.0% |
| Q2 2020 | $396,000 | +9.7% | 17,012 | +8.5% | 0.03% | -9.4% |
| Q1 2020 | $361,000 | -20.5% | 15,686 | -17.4% | 0.03% | +6.7% |
| Q4 2019 | $454,000 | 0.0% | 18,992 | +0.1% | 0.03% | -16.7% |
| Q3 2019 | $454,000 | -0.7% | 18,973 | +0.1% | 0.04% | -2.7% |
| Q2 2019 | $457,000 | -11.6% | 18,954 | -11.7% | 0.04% | -15.9% |
| Q1 2019 | $517,000 | -6.7% | 21,467 | -9.3% | 0.04% | -15.4% |
| Q4 2018 | $554,000 | -9.9% | 23,658 | -6.5% | 0.05% | +4.0% |
| Q3 2018 | $615,000 | -10.7% | 25,292 | -11.0% | 0.05% | -15.3% |
| Q2 2018 | $689,000 | – | 28,421 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 661,961 | $16,041,000 | 13.67% |
| Allen Capital Group, LLC | 626,937 | $15,203,000 | 5.61% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 478,400 | $11,601,000 | 5.52% |
| Ironwood Financial, llc | 319,866 | $7,757,000 | 4.49% |
| Kabarec Financial Advisors, Ltd. | 171,353 | $4,155,000 | 3.18% |
| SFE Investment Counsel | 302,831 | $7,344,000 | 3.04% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,251,913 | $30,359,000 | 2.86% |
| GW HENSSLER & ASSOCIATES LTD | 959,712 | $23,273,000 | 2.28% |
| Private Vista, LLC | 394,247 | $9,560,000 | 2.21% |
| Northwest Capital Management Inc | 64,030 | $1,553,000 | 1.93% |