INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $392,000 | -21.3% | 17,042 | -21.3% | 0.00% | 0.0% |
| Q2 2021 | $498,000 | -9.9% | 21,662 | -9.7% | 0.00% | -33.3% |
| Q1 2021 | $553,000 | -87.2% | 23,997 | -87.2% | 0.00% | -85.7% |
| Q4 2020 | $4,317,000 | +2.6% | 186,902 | +1.9% | 0.02% | -12.5% |
| Q3 2020 | $4,208,000 | +12.0% | 183,430 | +10.7% | 0.02% | 0.0% |
| Q2 2020 | $3,758,000 | +9.5% | 165,636 | +6.8% | 0.02% | -11.1% |
| Q1 2020 | $3,433,000 | +4.3% | 155,072 | +16.2% | 0.03% | +22.7% |
| Q4 2019 | $3,292,000 | +9.9% | 133,429 | +9.7% | 0.02% | 0.0% |
| Q3 2019 | $2,996,000 | +12.9% | 121,647 | +13.2% | 0.02% | +10.0% |
| Q2 2019 | $2,654,000 | +22.4% | 107,447 | +22.4% | 0.02% | +11.1% |
| Q1 2019 | $2,169,000 | +5.8% | 87,761 | +1.3% | 0.02% | -10.0% |
| Q4 2018 | $2,050,000 | +2.1% | 86,639 | +6.9% | 0.02% | +17.6% |
| Q3 2018 | $2,007,000 | +26.6% | 81,042 | +25.8% | 0.02% | +13.3% |
| Q2 2018 | $1,585,000 | – | 64,441 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 934,179 | $21,430,000 | 13.83% |
| Ironwood Financial, llc | 552,569 | $12,676,000 | 6.37% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 630,800 | $14,471,000 | 6.01% |
| IMA Wealth, Inc. | 747,099 | $17,138,000 | 5.75% |
| WFA of San Diego, LLC | 130,292 | $2,988,000 | 2.83% |
| Mirador Capital Partners LP | 378,624 | $8,686,000 | 2.71% |
| SFE Investment Counsel | 292,428 | $6,708,000 | 2.67% |
| BCS Wealth Management | 200,046 | $4,589,000 | 2.59% |
| S.E.E.D. Planning Group LLC | 126,959 | $2,912,000 | 2.14% |
| American Institute for Advanced Investment Management, LLP | 70,903 | $1,627,000 | 1.46% |