INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 132 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. 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 | 1,479,022 | $34,535,000 | 10.85% |
| Oder Investment Management, LLC | 143,815 | $3,358,000 | 4.59% |
| Tatro Capital, LLC | 229,075 | $5,349,000 | 4.14% |
| Legacy Financial Group LLC | 387,285 | $9,043,000 | 3.14% |
| Mirador Capital Partners LP | 524,244 | $12,241,000 | 3.14% |
| WFA of San Diego, LLC | 152,342 | $3,557,000 | 2.95% |
| COLLECTIVE FAMILY OFFICE LLC | 245,857 | $5,741,000 | 2.80% |
| Ironwood Financial, llc | 366,349 | $8,554,000 | 2.79% |
| IMA Wealth, Inc. | 460,609 | $10,755,000 | 2.64% |
| Denver PWM, LLC | 193,348 | $4,420,000 | 2.58% |