INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $215,000 | -4.9% | 9,338 | -5.1% | 0.02% | -4.3% |
| Q2 2021 | $226,000 | -0.4% | 9,838 | 0.0% | 0.02% | -17.9% |
| Q1 2021 | $227,000 | -9.2% | 9,838 | -9.0% | 0.03% | -12.5% |
| Q4 2020 | $250,000 | -2.7% | 10,813 | -3.6% | 0.03% | -3.0% |
| Q3 2020 | $257,000 | +1.2% | 11,213 | 0.0% | 0.03% | -10.8% |
| Q2 2020 | $254,000 | -3.8% | 11,213 | -5.9% | 0.04% | -15.9% |
| Q1 2020 | $264,000 | -13.2% | 11,913 | -3.2% | 0.04% | +25.7% |
| Q4 2019 | $304,000 | +0.3% | 12,313 | 0.0% | 0.04% | -12.5% |
| Q3 2019 | $303,000 | -0.3% | 12,313 | 0.0% | 0.04% | +8.1% |
| Q2 2019 | $304,000 | 0.0% | 12,313 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $304,000 | +10.1% | 12,313 | +5.5% | 0.04% | 0.0% |
| Q4 2018 | $276,000 | +1.5% | 11,673 | +6.5% | 0.04% | +12.1% |
| Q3 2018 | $272,000 | +4.2% | 10,965 | +3.3% | 0.03% | 0.0% |
| Q2 2018 | $261,000 | – | 10,615 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 907,134 | $20,954,000 | 12.49% |
| Ironwood Wealth Management, LLC. | 637,690 | $14,731,000 | 9.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 628,916 | $14,528,000 | 5.93% |
| IMA Wealth, Inc. | 892,696 | $20,621,000 | 5.78% |
| Ironwood Financial, llc | 436,414 | $10,081,000 | 3.77% |
| Oder Investment Management, LLC | 146,912 | $3,389,000 | 3.32% |
| COLLECTIVE FAMILY OFFICE LLC | 244,552 | $5,649,000 | 3.14% |
| BCS Wealth Management | 255,106 | $5,893,000 | 3.06% |
| Mirador Capital Partners LP | 390,150 | $9,012,000 | 2.47% |
| Legacy Financial Group LLC | 232,196 | $5,364,000 | 2.06% |