INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $15,270,000 | +8.2% | 724,557 | +8.3% | 5.08% | +11.5% |
| Q2 2019 | $14,112,000 | +46.4% | 669,314 | +46.3% | 4.55% | +35.7% |
| Q1 2019 | $9,640,000 | +32.7% | 457,610 | +32.4% | 3.36% | +12.5% |
| Q4 2018 | $7,265,000 | +16.0% | 345,527 | +16.2% | 2.98% | +26.7% |
| Q3 2018 | $6,265,000 | -5.0% | 297,478 | -5.5% | 2.35% | +4.6% |
| Q2 2018 | $6,592,000 | – | 314,672 | – | 2.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 583,496 | $12,290,000 | 14.59% |
| NorthRock Partners, LLC | 1,471,915 | $31,033,000 | 8.94% |
| VALLEY NATIONAL ADVISERS INC | 952,334 | $20,075,000 | 6.96% |
| Evanston Investments, Inc., dba Evanston Advisors | 1,044,926 | $22,027,000 | 4.81% |
| Northwest Capital Management Inc | 211,753 | $4,463,000 | 4.74% |
| First Command Financial Services, Inc. | 769,488 | $16,220,000 | 4.54% |
| First Command Bank | 769,488 | $16,220,000 | 4.54% |
| Ironwood Financial, llc | 388,395 | $8,187,000 | 4.35% |
| Aspen Investment Management Inc | 209,464 | $4,416,000 | 2.92% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 286,419 | $6,038,000 | 2.77% |