INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 104 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $230,000 | +8.5% | 9,848 | +8.0% | 0.01% | 0.0% |
| Q2 2020 | $212,000 | -4.9% | 9,121 | -5.7% | 0.01% | -20.0% |
| Q1 2020 | $223,000 | -17.1% | 9,677 | -13.4% | 0.01% | +11.1% |
| Q4 2019 | $269,000 | -5.6% | 11,169 | -5.5% | 0.01% | -10.0% |
| Q3 2019 | $285,000 | -9.2% | 11,815 | -9.3% | 0.01% | -9.1% |
| Q2 2019 | $314,000 | -13.5% | 13,025 | -13.2% | 0.01% | -8.3% |
| Q1 2019 | $363,000 | -3.2% | 15,006 | -6.3% | 0.01% | -20.0% |
| Q4 2018 | $375,000 | -6.5% | 16,012 | -2.1% | 0.02% | +7.1% |
| Q3 2018 | $401,000 | -5.6% | 16,350 | -6.9% | 0.01% | -12.5% |
| Q2 2018 | $425,000 | – | 17,565 | – | 0.02% | – |
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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% |