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 | $7,170,000 | +0.9% | 311,873 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $7,108,000 | -13.1% | 308,923 | -12.9% | 0.01% | -22.2% |
| Q1 2021 | $8,181,000 | -12.9% | 354,789 | -12.8% | 0.01% | -25.0% |
| Q4 2020 | $9,396,000 | -0.7% | 406,769 | -1.3% | 0.01% | -20.0% |
| Q3 2020 | $9,459,000 | -1.6% | 412,319 | -2.7% | 0.02% | -11.8% |
| Q2 2020 | $9,611,000 | -4.6% | 423,593 | -6.9% | 0.02% | -22.7% |
| Q1 2020 | $10,071,000 | -16.6% | 454,861 | -7.1% | 0.02% | 0.0% |
| Q4 2019 | $12,076,000 | +12.3% | 489,401 | +12.1% | 0.02% | 0.0% |
| Q3 2019 | $10,754,000 | +24.0% | 436,638 | +24.4% | 0.02% | +22.2% |
| Q2 2019 | $8,672,000 | +5.5% | 351,095 | +5.6% | 0.02% | -5.3% |
| Q1 2019 | $8,218,000 | +25.4% | 332,593 | +20.1% | 0.02% | +11.8% |
| Q4 2018 | $6,551,000 | +4.2% | 276,889 | +9.1% | 0.02% | +13.3% |
| Q3 2018 | $6,286,000 | +16.5% | 253,780 | +15.7% | 0.02% | +7.1% |
| Q2 2018 | $5,396,000 | – | 219,351 | – | 0.01% | – |
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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% |