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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $493,000 | +83.3% | 21,405 | +83.5% | 0.04% | +50.0% |
| Q1 2021 | $269,000 | +4.7% | 11,666 | +4.9% | 0.03% | -3.7% |
| Q4 2020 | $257,000 | +4.0% | 11,122 | +2.2% | 0.03% | -27.0% |
| Q2 2020 | $247,000 | -10.8% | 10,878 | -3.0% | 0.04% | +5.7% |
| Q4 2019 | $277,000 | – | 11,218 | – | 0.04% | – |
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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% |