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 | $6,333,000 | -1.8% | 271,094 | -2.2% | 0.24% | -13.5% |
| Q2 2020 | $6,451,000 | +2.9% | 277,116 | +1.6% | 0.28% | -18.4% |
| Q1 2020 | $6,272,000 | -0.3% | 272,712 | +3.9% | 0.34% | +25.3% |
| Q4 2019 | $6,290,000 | +6.0% | 262,547 | +6.1% | 0.27% | +2.7% |
| Q3 2019 | $5,932,000 | +19.5% | 247,506 | +20.2% | 0.26% | +18.6% |
| Q2 2019 | $4,963,000 | +10.2% | 205,933 | +10.2% | 0.22% | -1.3% |
| Q1 2019 | $4,502,000 | +6.2% | 186,851 | +3.4% | 0.22% | -9.7% |
| Q4 2018 | $4,238,000 | +1.2% | 180,793 | +5.1% | 0.25% | +21.0% |
| Q3 2018 | $4,188,000 | +88.1% | 172,014 | +87.6% | 0.20% | +60.2% |
| Q2 2018 | $2,226,000 | – | 91,702 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 445,038 | $10,652,000 | 7.46% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,658 | $11,590,000 | 6.09% |
| Ironwood Financial, llc | 346,304 | $8,114,000 | 4.55% |
| Weatherstone Capital Management | 623,354 | $15,163,000 | 3.73% |
| SFE Investment Counsel | 287,996 | $6,748,000 | 3.45% |
| Private Vista, LLC | 513,816 | $12,038,000 | 2.80% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,332,283 | $31,215,000 | 2.76% |
| IMA Wealth, Inc. | 228,914 | $5,363,000 | 2.50% |
| RPg Family Wealth Advisory, LLC | 100,881 | $2,363,641,000 | 2.30% |
| RESTON WEALTH MANAGEMENT LLC | 99,717 | $2,336,000 | 2.23% |