INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 140 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $15,302,000 | -4.9% | 655,091 | -5.2% | 0.01% | -14.3% |
| Q2 2020 | $16,082,000 | -22.6% | 690,818 | -23.6% | 0.01% | -30.0% |
| Q1 2020 | $20,789,000 | -29.9% | 903,863 | -27.1% | 0.01% | 0.0% |
| Q4 2019 | $29,666,000 | -0.2% | 1,239,680 | -0.1% | 0.01% | -9.1% |
| Q3 2019 | $29,725,000 | +5.3% | 1,241,372 | +5.9% | 0.01% | 0.0% |
| Q2 2019 | $28,226,000 | +9.5% | 1,171,686 | +9.4% | 0.01% | 0.0% |
| Q1 2019 | $25,785,000 | +8.9% | 1,070,796 | +6.0% | 0.01% | 0.0% |
| Q4 2018 | $23,669,000 | -7.1% | 1,010,213 | -3.5% | 0.01% | +10.0% |
| Q3 2018 | $25,473,000 | +5.2% | 1,047,188 | +4.9% | 0.01% | 0.0% |
| Q2 2018 | $24,203,000 | – | 998,069 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 661,961 | $16,041,000 | 13.67% |
| Allen Capital Group, LLC | 626,937 | $15,203,000 | 5.61% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 478,400 | $11,601,000 | 5.52% |
| Ironwood Financial, llc | 319,866 | $7,757,000 | 4.49% |
| Kabarec Financial Advisors, Ltd. | 171,353 | $4,155,000 | 3.18% |
| SFE Investment Counsel | 302,831 | $7,344,000 | 3.04% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,251,913 | $30,359,000 | 2.86% |
| GW HENSSLER & ASSOCIATES LTD | 959,712 | $23,273,000 | 2.28% |
| Private Vista, LLC | 394,247 | $9,560,000 | 2.21% |
| Northwest Capital Management Inc | 64,030 | $1,553,000 | 1.93% |