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 Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,447,000 | +2.5% | 190,382 | +2.1% | 0.02% | -7.4% |
| Q2 2020 | $4,339,000 | +6.3% | 186,381 | +5.0% | 0.03% | -15.6% |
| Q1 2020 | $4,083,000 | -0.7% | 177,510 | +3.4% | 0.03% | +18.5% |
| Q4 2019 | $4,110,000 | +1.9% | 171,732 | +1.9% | 0.03% | -6.9% |
| Q3 2019 | $4,035,000 | +3.0% | 168,504 | +3.6% | 0.03% | -3.3% |
| Q2 2019 | $3,918,000 | +7.4% | 162,621 | +7.4% | 0.03% | 0.0% |
| Q1 2019 | $3,647,000 | +4.5% | 151,440 | +1.7% | 0.03% | -11.8% |
| Q4 2018 | $3,490,000 | -5.4% | 148,969 | -1.8% | 0.03% | +6.2% |
| Q3 2018 | $3,689,000 | +2.7% | 151,656 | +2.4% | 0.03% | -8.6% |
| Q2 2018 | $3,592,000 | – | 148,116 | – | 0.04% | – |
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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% |