UNITED CAPITAL FINANCIAL ADVISORS, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 115 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2021$14,083,000
-0.4%
612,590
-0.3%
0.07%
-1.4%
Q2 2021$14,140,000
+2.1%
614,528
+2.3%
0.07%
-7.8%
Q1 2021$13,850,000
-2.9%
600,589
-2.7%
0.08%
-10.5%
Q4 2020$14,260,000
+36.8%
617,325
+35.9%
0.09%
+26.5%
Q3 2020$10,422,000
-37.8%
454,319
-38.5%
0.07%
-44.3%
Q2 2020$16,767,000
-33.2%
738,954
-34.8%
0.12%
-41.1%
Q1 2020$25,108,000
-12.0%
1,134,077
-2.0%
0.21%
+12.5%
Q4 2019$28,537,000
+43.4%
1,156,743
+43.2%
0.18%
+32.4%
Q3 2019$19,897,000
+7.8%
807,852
+8.1%
0.14%
+14.9%
Q2 2019$18,456,000
+14.4%
747,215
+14.4%
0.12%
+7.1%
Q1 2019$16,133,000
+12.3%
652,908
+7.5%
0.11%
-0.9%
Q4 2018$14,367,000
+0.5%
607,210
+5.2%
0.11%
+14.0%
Q3 2018$14,292,000
+6.6%
576,976
+5.9%
0.10%0.0%
Q2 2018$13,405,000544,9320.10%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2019
NameSharesValueWeighting ↓
Vigilare Wealth Management 477,555$11,772,0007.84%
Ironwood Financial, llc 585,933$14,443,0006.62%
ADVISORS MANAGEMENT GROUP INC /ADV 615,388$15,185,0006.02%
Mirador Capital Partners LP 348,697$8,604,0003.47%
SFE Investment Counsel 275,865$6,807,0002.78%
Allen Capital Group, LLC 403,084$9,946,0002.63%
BCS Wealth Management 159,534$3,936,0002.62%
Private Vista, LLC 366,647$9,056,0002.44%
IMA Advisory Services, Inc. 222,852$5,499,0002.04%
Pacific Wealth Strategies Group, Inc. 140,548$3,468,0001.92%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders