INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 112 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $587,000 | +0.2% | 25,128 | +0.1% | 0.01% | -6.7% |
Q1 2021 | $586,000 | +0.2% | 25,104 | +0.1% | 0.02% | -11.8% |
Q4 2020 | $585,000 | +2.1% | 25,077 | +0.1% | 0.02% | -15.0% |
Q3 2020 | $573,000 | +2.7% | 25,049 | +0.1% | 0.02% | -9.1% |
Q2 2020 | $558,000 | +3.1% | 25,022 | +0.1% | 0.02% | -29.0% |
Q1 2020 | $541,000 | -11.3% | 24,990 | +0.1% | 0.03% | +10.7% |
Q4 2019 | $610,000 | +52.9% | 24,960 | +52.4% | 0.03% | +33.3% |
Q3 2019 | $399,000 | +78.1% | 16,382 | +79.0% | 0.02% | +75.0% |
Q2 2019 | $224,000 | – | 9,154 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ADVISORS MANAGEMENT GROUP INC /ADV | 1,456,245 | $33,829,000 | 10.14% |
Oder Investment Management, LLC | 170,468 | $3,960,000 | 5.58% |
Tatro Capital, LLC | 273,326 | $6,349,000 | 4.56% |
Harrison & Co Wealth Management, LLC | 195,500 | $4,541,000 | 3.82% |
IMA Wealth, Inc. | 721,384 | $16,758,000 | 3.70% |
Crescent Capital Consulting, LLC | 938,547 | $21,804,000 | 3.59% |
COLLECTIVE FAMILY OFFICE LLC | 387,939 | $9,012,000 | 3.55% |
GILL CAPITAL PARTNERS, LLC | 321,372 | $7,465,000 | 3.30% |
Blue Barn Wealth, LLC | 193,850 | $4,503,000 | 3.04% |
Mirador Capital Partners LP | 543,013 | $12,614,000 | 2.66% |