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 Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,131,000 | -13.3% | 134,043 | -13.6% | 1.05% | -19.6% |
| Q2 2020 | $3,613,000 | -42.1% | 155,191 | -42.8% | 1.31% | -52.4% |
| Q1 2020 | $6,240,000 | -56.2% | 271,283 | -54.4% | 2.75% | -48.1% |
| Q4 2019 | $14,246,000 | -1.9% | 595,337 | -1.8% | 5.29% | -3.6% |
| Q3 2019 | $14,516,000 | +8.8% | 606,203 | +9.4% | 5.48% | +9.9% |
| Q2 2019 | $13,345,000 | +7.7% | 553,976 | +7.6% | 4.99% | +3.7% |
| Q1 2019 | $12,395,000 | +131.1% | 514,738 | +124.9% | 4.81% | +92.3% |
| Q4 2018 | $5,363,000 | +8.6% | 228,914 | +12.8% | 2.50% | +29.6% |
| Q3 2018 | $4,938,000 | +13.8% | 202,989 | +13.5% | 1.93% | +6.9% |
| Q2 2018 | $4,338,000 | – | 178,872 | – | 1.81% | – |
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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% |