INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 156 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $319,000 | +93.3% | 13,685 | +92.2% | 0.18% | +69.9% |
| Q2 2020 | $165,000 | +1.2% | 7,120 | 0.0% | 0.10% | -13.4% |
| Q1 2020 | $163,000 | -4.1% | 7,120 | 0.0% | 0.12% | +16.7% |
| Q4 2019 | $170,000 | -24.4% | 7,120 | -24.4% | 0.10% | -29.2% |
| Q3 2019 | $225,000 | -71.9% | 9,420 | -71.7% | 0.14% | -72.1% |
| Q2 2019 | $800,000 | -17.1% | 33,231 | -17.1% | 0.52% | -20.7% |
| Q1 2019 | $965,000 | +3.7% | 40,102 | +0.9% | 0.65% | -10.2% |
| Q4 2018 | $931,000 | -7.1% | 39,742 | -3.5% | 0.72% | +12.2% |
| Q3 2018 | $1,002,000 | -4.2% | 41,204 | -4.5% | 0.65% | -5.1% |
| Q2 2018 | $1,046,000 | – | 43,146 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 661,961 | $16,041,000 | 13.67% |
| Allen Capital Group, LLC | 626,937 | $15,203,000 | 5.61% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 478,400 | $11,601,000 | 5.52% |
| Ironwood Financial, llc | 319,866 | $7,757,000 | 4.49% |
| Kabarec Financial Advisors, Ltd. | 171,353 | $4,155,000 | 3.18% |
| SFE Investment Counsel | 302,831 | $7,344,000 | 3.04% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,251,913 | $30,359,000 | 2.86% |
| GW HENSSLER & ASSOCIATES LTD | 959,712 | $23,273,000 | 2.28% |
| Private Vista, LLC | 394,247 | $9,560,000 | 2.21% |
| Northwest Capital Management Inc | 64,030 | $1,553,000 | 1.93% |