Edge Wealth Management LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2021$138,000
-0.7%
6,0200.0%0.03%
-3.6%
Q2 2021$139,0000.0%6,0200.0%0.03%
-6.7%
Q1 2021$139,0000.0%6,0200.0%0.03%
-6.2%
Q4 2020$139,000
-72.4%
6,020
-72.6%
0.03%
-72.4%
Q3 2020$504,000
-17.9%
21,992
-18.7%
0.12%0.0%
Q2 2020$614,000
-31.2%
27,062
-33.2%
0.12%
-40.2%
Q1 2020$893,000
-8.6%
40,492
+2.3%
0.19%
-0.5%
Q4 2019$977,000
+99.0%
39,592
+98.4%
0.20%
+72.6%
Q3 2019$491,000
+20.0%
19,955
+20.6%
0.11%
+24.2%
Q2 2019$409,00016,5500.09%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2021
NameSharesValueWeighting ↓
GILL CAPITAL PARTNERS, LLC 934,179$21,430,00013.83%
Ironwood Financial, llc 552,569$12,676,0006.37%
ADVISORS MANAGEMENT GROUP INC /ADV 630,800$14,471,0006.01%
IMA Wealth, Inc. 747,099$17,138,0005.75%
WFA of San Diego, LLC 130,292$2,988,0002.83%
Mirador Capital Partners LP 378,624$8,686,0002.71%
SFE Investment Counsel 292,428$6,708,0002.67%
BCS Wealth Management 200,046$4,589,0002.59%
S.E.E.D. Planning Group LLC 126,959$2,912,0002.14%
American Institute for Advanced Investment Management, LLP 70,903$1,627,0001.46%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders