INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $73,000 | -50.0% | 3,125 | -50.2% | 0.02% | -39.3% |
| Q2 2020 | $146,000 | +1.4% | 6,280 | 0.0% | 0.03% | -9.7% |
| Q1 2020 | $144,000 | -4.0% | 6,280 | 0.0% | 0.03% | +3.3% |
| Q4 2019 | $150,000 | 0.0% | 6,280 | 0.0% | 0.03% | -14.3% |
| Q3 2019 | $150,000 | +2.0% | 6,280 | +2.7% | 0.04% | +6.1% |
| Q2 2019 | $147,000 | – | 6,115 | – | 0.03% | – |
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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% |