INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 142 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $6,155,000 | -3.6% | 263,481 | -3.9% | 0.51% | -13.3% |
| Q2 2020 | $6,385,000 | +18.8% | 274,247 | +17.0% | 0.59% | +21.0% |
| Q1 2020 | $5,375,000 | +64.9% | 234,402 | +72.1% | 0.49% | +106.8% |
| Q4 2019 | $3,259,000 | +5.1% | 136,203 | +5.1% | 0.24% | -0.4% |
| Q3 2019 | $3,102,000 | +7.3% | 129,612 | +8.0% | 0.24% | +8.3% |
| Q2 2019 | $2,891,000 | +25.4% | 120,065 | +25.5% | 0.22% | +11.8% |
| Q1 2019 | $2,305,000 | +37.9% | 95,659 | +36.4% | 0.20% | +30.9% |
| Q4 2018 | $1,671,000 | +61.6% | 70,116 | +64.2% | 0.15% | +15.5% |
| Q3 2018 | $1,034,000 | – | 42,713 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMA Wealth, Inc. | 595,337 | $14,246,000 | 5.29% |
| BCS Wealth Management | 326,520 | $7,814,000 | 5.21% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,063 | $12,493,000 | 4.96% |
| Adams Wealth Management | 235,008 | $5,624,000 | 4.74% |
| Ironwood Financial, llc | 362,086 | $8,652,000 | 3.96% |
| American Institute for Advanced Investment Management, LLP | 146,757 | $3,512,000 | 3.39% |
| Prostatis Group LLC | 143,721 | $3,439,239 | 3.11% |
| Private Vista, LLC | 444,319 | $10,647,000 | 2.87% |
| SFE Investment Counsel | 271,912 | $6,507,000 | 2.66% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,739,395 | $41,623,000 | 2.54% |