INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 123 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $6,398,000 | -35.7% | 288,970 | -28.3% | 1.97% | -25.0% |
| Q4 2019 | $9,946,000 | -25.4% | 403,084 | -25.8% | 2.63% | -36.3% |
| Q3 2019 | $13,332,000 | +7.5% | 543,514 | +8.3% | 4.12% | +3.0% |
| Q2 2019 | $12,399,000 | -23.6% | 501,968 | -23.6% | 4.00% | -25.4% |
| Q1 2019 | $16,230,000 | -8.4% | 656,810 | -9.3% | 5.36% | -14.3% |
| Q4 2018 | $17,720,000 | +25.8% | 724,455 | +27.4% | 6.26% | +33.8% |
| Q3 2018 | $14,084,000 | +13.5% | 568,598 | +12.8% | 4.68% | +2.2% |
| Q2 2018 | $12,405,000 | – | 504,282 | – | 4.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 987,934 | $22,416,000 | 15.10% |
| Ironwood Financial, llc | 558,869 | $12,681,000 | 6.85% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 627,573 | $14,240,000 | 6.35% |
| IMA Wealth, Inc. | 653,595 | $14,830,000 | 5.36% |
| SFE Investment Counsel | 296,795 | $6,734,000 | 2.98% |
| BCS Wealth Management | 182,941 | $4,151,000 | 2.49% |
| S.E.E.D. Planning Group LLC | 95,958 | $2,177,000 | 1.70% |
| American Institute for Advanced Investment Management, LLP | 70,461 | $1,599,000 | 1.51% |
| Asset Dedication, LLC | 219,901 | $4,983,000 | 1.36% |
| Strategic Wealth Management Group, LLC | 94,213 | $2,138,000 | 1.26% |