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 | $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 | $13,405,000 | – | 544,932 | – | 0.10% | – |
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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% |