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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $474,000 | -5.6% | 20,512 | -6.3% | 0.07% | -17.1% |
| Q3 2020 | $502,000 | -4.2% | 21,892 | -5.2% | 0.08% | -15.5% |
| Q2 2020 | $524,000 | +5.4% | 23,087 | +2.9% | 0.10% | -12.6% |
| Q1 2020 | $497,000 | -54.6% | 22,432 | -49.4% | 0.11% | -40.0% |
| Q4 2019 | $1,095,000 | -0.3% | 44,360 | -0.5% | 0.18% | -14.0% |
| Q3 2019 | $1,098,000 | +16.3% | 44,580 | +16.7% | 0.22% | +12.0% |
| Q2 2019 | $944,000 | +18.3% | 38,205 | +18.4% | 0.19% | +13.6% |
| Q1 2019 | $798,000 | +46.7% | 32,275 | +40.3% | 0.17% | +23.4% |
| Q4 2018 | $544,000 | +9.7% | 23,001 | +14.9% | 0.14% | +26.9% |
| Q3 2018 | $496,000 | +17.8% | 20,021 | +17.0% | 0.11% | +9.1% |
| Q2 2018 | $421,000 | – | 17,106 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 934,179 | $21,430,000 | 13.83% |
| Ironwood Financial, llc | 552,569 | $12,676,000 | 6.37% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 630,800 | $14,471,000 | 6.01% |
| IMA Wealth, Inc. | 747,099 | $17,138,000 | 5.75% |
| WFA of San Diego, LLC | 130,292 | $2,988,000 | 2.83% |
| Mirador Capital Partners LP | 378,624 | $8,686,000 | 2.71% |
| SFE Investment Counsel | 292,428 | $6,708,000 | 2.67% |
| BCS Wealth Management | 200,046 | $4,589,000 | 2.59% |
| S.E.E.D. Planning Group LLC | 126,959 | $2,912,000 | 2.14% |
| American Institute for Advanced Investment Management, LLP | 70,903 | $1,627,000 | 1.46% |