INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 110 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $37,000 | -98.6% | 1,600 | -98.6% | 0.01% | -94.2% |
| Q2 2020 | $2,738,000 | +0.3% | 117,616 | -0.9% | 0.24% | -16.2% |
| Q1 2020 | $2,731,000 | -6.2% | 118,719 | -2.4% | 0.29% | +29.5% |
| Q4 2019 | $2,910,000 | +11.6% | 121,599 | +11.7% | 0.22% | -16.4% |
| Q3 2019 | $2,608,000 | +4.2% | 108,903 | +4.8% | 0.27% | -4.6% |
| Q2 2019 | $2,504,000 | +23.3% | 103,951 | +23.5% | 0.28% | -57.9% |
| Q1 2019 | $2,030,000 | +23.1% | 84,184 | +19.6% | 0.67% | +100.6% |
| Q4 2018 | $1,649,000 | -10.9% | 70,380 | -7.8% | 0.33% | -3.5% |
| Q3 2018 | $1,850,000 | +4.9% | 76,300 | +5.0% | 0.34% | +44.4% |
| Q2 2018 | $1,763,000 | – | 72,700 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,417 | $12,585,000 | 5.49% |
| IMA Wealth, Inc. | 553,976 | $13,345,000 | 4.99% |
| Ironwood Financial, llc | 368,452 | $8,876,000 | 4.36% |
| Private Vista, LLC | 524,212 | $12,646,000 | 3.16% |
| SFE Investment Counsel | 299,366 | $7,212,000 | 3.09% |
| Mirador Capital Partners LP | 211,719 | $5,100,000 | 2.51% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,464,869 | $35,288,000 | 2.33% |
| Pacific Wealth Strategies Group, Inc. | 126,571 | $3,049,000 | 1.91% |
| Integrated Wealth Concepts LLC | 558,055 | $13,036,000 | 1.71% |
| Denver PWM, LLC | 107,713 | $2,573,000 | 1.64% |