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 | $589,000 | +0.3% | 25,199 | 0.0% | 0.08% | -11.8% |
| Q2 2020 | $587,000 | -1.5% | 25,199 | -2.7% | 0.08% | -15.0% |
| Q1 2020 | $596,000 | -5.2% | 25,899 | -1.5% | 0.10% | +37.0% |
| Q4 2019 | $629,000 | -0.2% | 26,299 | 0.0% | 0.07% | -13.1% |
| Q3 2019 | $630,000 | -2.0% | 26,299 | -1.5% | 0.08% | +9.1% |
| Q2 2019 | $643,000 | 0.0% | 26,699 | 0.0% | 0.08% | -1.3% |
| Q1 2019 | $643,000 | +3.2% | 26,699 | +0.4% | 0.08% | -6.0% |
| Q4 2018 | $623,000 | -1.1% | 26,599 | +2.8% | 0.08% | +9.2% |
| Q3 2018 | $630,000 | +1.8% | 25,880 | +1.4% | 0.08% | -3.8% |
| Q2 2018 | $619,000 | – | 25,520 | – | 0.08% | – |
Download | ||||||
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% |