INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 111 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,770,000 | +0.4% | 303,593 | -2.5% | 1.79% | -13.6% |
| Q1 2020 | $6,741,000 | -29.2% | 311,220 | -20.1% | 2.08% | -17.4% |
| Q4 2019 | $9,520,000 | +58.8% | 389,348 | +57.5% | 2.51% | +35.6% |
| Q3 2019 | $5,996,000 | +45.1% | 247,156 | +46.6% | 1.85% | +39.0% |
| Q2 2019 | $4,133,000 | -33.3% | 168,543 | -33.5% | 1.33% | -34.9% |
| Q1 2019 | $6,199,000 | +10.9% | 253,351 | +9.5% | 2.05% | +3.7% |
| Q4 2018 | $5,592,000 | +76.5% | 231,456 | +80.1% | 1.98% | +87.8% |
| Q3 2018 | $3,168,000 | – | 128,539 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,478,321 | $34,356,000 | 10.66% |
| Oder Investment Management, LLC | 158,203 | $3,676,000 | 5.39% |
| Tatro Capital, LLC | 260,975 | $6,065,000 | 4.74% |
| COLLECTIVE FAMILY OFFICE LLC | 432,710 | $10,056,000 | 4.32% |
| Crescent Capital Consulting, LLC | 886,223 | $20,596,000 | 3.78% |
| GILL CAPITAL PARTNERS, LLC | 347,142 | $8,068,000 | 3.66% |
| IMA Advisory Services, Inc. | 533,741 | $12,404,000 | 2.93% |
| WFA of San Diego, LLC | 170,035 | $3,952,000 | 2.76% |
| Mirador Capital Partners LP | 520,440 | $12,095,000 | 2.74% |
| Legacy Financial Group LLC | 355,840 | $8,270,000 | 2.47% |