INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,363,000 | -36.0% | 146,297 | -36.0% | 0.94% | -34.9% |
| Q2 2021 | $5,256,000 | -9.8% | 228,438 | -9.6% | 1.45% | -14.7% |
| Q1 2021 | $5,828,000 | -4.8% | 252,750 | -4.7% | 1.70% | -12.8% |
| Q4 2020 | $6,125,000 | -8.7% | 265,173 | -9.3% | 1.95% | -27.2% |
| Q3 2020 | $6,708,000 | -0.4% | 292,428 | -1.5% | 2.67% | -10.3% |
| Q2 2020 | $6,734,000 | +8.2% | 296,795 | +5.6% | 2.98% | -12.8% |
| Q1 2020 | $6,223,000 | -8.6% | 281,059 | +1.9% | 3.42% | +22.8% |
| Q4 2019 | $6,807,000 | -1.9% | 275,865 | -2.1% | 2.78% | -5.1% |
| Q3 2019 | $6,941,000 | -0.7% | 281,809 | -0.5% | 2.93% | -2.0% |
| Q2 2019 | $6,993,000 | +4.4% | 283,131 | +4.5% | 2.99% | -0.8% |
| Q1 2019 | $6,697,000 | +22.3% | 271,015 | +17.1% | 3.02% | +7.7% |
| Q4 2018 | $5,476,000 | -10.4% | 231,428 | -6.2% | 2.80% | +19.0% |
| Q3 2018 | $6,110,000 | +4.3% | 246,684 | +3.6% | 2.35% | -2.9% |
| Q2 2018 | $5,857,000 | – | 238,081 | – | 2.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 907,134 | $20,954,000 | 12.49% |
| Ironwood Wealth Management, LLC. | 637,690 | $14,731,000 | 9.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 628,916 | $14,528,000 | 5.93% |
| IMA Wealth, Inc. | 892,696 | $20,621,000 | 5.78% |
| Ironwood Financial, llc | 436,414 | $10,081,000 | 3.77% |
| Oder Investment Management, LLC | 146,912 | $3,389,000 | 3.32% |
| COLLECTIVE FAMILY OFFICE LLC | 244,552 | $5,649,000 | 3.14% |
| BCS Wealth Management | 255,106 | $5,893,000 | 3.06% |
| Mirador Capital Partners LP | 390,150 | $9,012,000 | 2.47% |
| Legacy Financial Group LLC | 232,196 | $5,364,000 | 2.06% |