INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 132 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,402,000 | -2.1% | 231,230 | -2.4% | 2.15% | -11.8% |
| Q2 2020 | $5,517,000 | +1.3% | 237,005 | +0.1% | 2.44% | -18.4% |
| Q1 2020 | $5,445,000 | -16.3% | 236,720 | -12.9% | 2.99% | +12.4% |
| Q4 2019 | $6,507,000 | -8.6% | 271,912 | -8.5% | 2.66% | -11.6% |
| Q3 2019 | $7,117,000 | -1.3% | 297,211 | -0.7% | 3.01% | -2.6% |
| Q2 2019 | $7,212,000 | +2.9% | 299,366 | +2.8% | 3.09% | -2.2% |
| Q1 2019 | $7,009,000 | +3.9% | 291,076 | +1.1% | 3.16% | -8.5% |
| Q4 2018 | $6,748,000 | -9.1% | 287,996 | -5.7% | 3.45% | +20.7% |
| Q3 2018 | $7,427,000 | +1.1% | 305,315 | +0.8% | 2.86% | -5.9% |
| Q2 2018 | $7,344,000 | – | 302,831 | – | 3.04% | – |
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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% |