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 | $544,000 | -4.2% | 23,657 | -4.1% | 0.03% | -8.8% |
| Q2 2021 | $568,000 | +38.9% | 24,664 | +39.2% | 0.03% | +3.0% |
| Q1 2021 | $409,000 | -26.6% | 17,720 | -26.5% | 0.03% | -21.4% |
| Q4 2020 | $557,000 | +2.8% | 24,119 | +2.0% | 0.04% | -8.7% |
| Q3 2020 | $542,000 | +0.4% | 23,644 | -0.6% | 0.05% | -8.0% |
| Q2 2020 | $540,000 | -2.0% | 23,785 | -4.4% | 0.05% | -16.7% |
| Q1 2020 | $551,000 | -16.8% | 24,870 | -7.3% | 0.06% | -17.8% |
| Q4 2019 | $662,000 | 0.0% | 26,823 | -0.3% | 0.07% | -8.8% |
| Q3 2019 | $662,000 | +0.2% | 26,898 | +0.5% | 0.08% | -7.0% |
| Q2 2019 | $661,000 | -14.0% | 26,752 | -14.0% | 0.09% | -23.2% |
| Q1 2019 | $769,000 | -0.6% | 31,113 | -4.9% | 0.11% | -14.5% |
| Q4 2018 | $774,000 | -9.6% | 32,728 | -5.3% | 0.13% | -13.8% |
| Q3 2018 | $856,000 | +0.9% | 34,550 | +0.3% | 0.15% | -4.4% |
| Q2 2018 | $848,000 | – | 34,452 | – | 0.16% | – |
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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% |