Asset Dedication, 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 76 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2021$3,887,000
+2.5%
169,160
+2.7%
0.51%
-9.4%
Q2 2021$3,792,000
+23.0%
164,739
+23.4%
0.56%
-18.9%
Q1 2021$3,084,000
-40.5%
133,519
-40.6%
0.70%
-32.6%
Q4 2020$5,186,000
-0.5%
224,598
-1.1%
1.03%
-10.1%
Q3 2020$5,212,000
+4.6%
227,029
+3.2%
1.15%
-15.3%
Q2 2020$4,983,000
+1.6%
219,901
-0.6%
1.36%
-6.9%
Q1 2020$4,903,000
+10331.9%
221,185
+11553.6%
1.46%
+11123.1%
Q4 2019$47,0000.0%1,8980.0%0.01%
-18.8%
Q3 2019$47,000
+113.6%
1,898
+114.2%
0.02%
+128.6%
Q2 2019$22,0000.0%8860.0%0.01%
-12.5%
Q1 2019$22,000
+4.8%
8860.0%0.01%
-11.1%
Q4 2018$21,000
-4.5%
8860.0%0.01%
+12.5%
Q3 2018$22,0000.0%8860.0%0.01%0.0%
Q2 2018$22,0008860.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2018
NameSharesValueWeighting ↓
GILL CAPITAL PARTNERS, LLC 987,934$22,416,00015.10%
Ironwood Financial, llc 558,869$12,681,0006.85%
ADVISORS MANAGEMENT GROUP INC /ADV 627,573$14,240,0006.35%
IMA Wealth, Inc. 653,595$14,830,0005.36%
SFE Investment Counsel 296,795$6,734,0002.98%
BCS Wealth Management 182,941$4,151,0002.49%
S.E.E.D. Planning Group LLC 95,958$2,177,0001.70%
American Institute for Advanced Investment Management, LLP 70,461$1,599,0001.51%
Asset Dedication, LLC 219,901$4,983,0001.36%
Strategic Wealth Management Group, LLC 94,213$2,138,0001.26%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders