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 | $286,000 | -12.0% | 12,453 | -11.9% | 0.01% | -8.3% |
| Q2 2021 | $325,000 | -18.1% | 14,133 | -17.9% | 0.01% | -29.4% |
| Q1 2021 | $397,000 | -60.1% | 17,219 | -60.0% | 0.02% | -62.2% |
| Q4 2020 | $995,000 | -87.0% | 43,054 | -87.1% | 0.04% | -88.5% |
| Q3 2020 | $7,645,000 | +0.9% | 333,346 | -0.2% | 0.39% | -10.3% |
| Q2 2020 | $7,580,000 | +0.5% | 334,090 | -2.0% | 0.44% | -16.8% |
| Q1 2020 | $7,544,000 | +164.8% | 340,995 | +195.3% | 0.52% | +219.5% |
| Q4 2019 | $2,849,000 | +15.0% | 115,472 | +14.8% | 0.16% | +3.8% |
| Q3 2019 | $2,477,000 | +2.8% | 100,565 | +3.1% | 0.16% | +0.6% |
| Q2 2019 | $2,409,000 | +18.7% | 97,529 | +18.7% | 0.16% | +12.9% |
| Q1 2019 | $2,030,000 | +17.1% | 82,134 | +12.1% | 0.14% | -13.7% |
| Q4 2018 | $1,733,000 | -40.5% | 73,246 | -39.1% | 0.16% | -32.6% |
| Q3 2018 | $2,915,000 | +60.8% | 120,181 | +63.9% | 0.24% | +73.2% |
| Q2 2018 | $1,813,000 | – | 73,322 | – | 0.14% | – |
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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% |