INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 104 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,311,000 | -0.6% | 56,100 | -1.0% | 0.04% | -8.5% |
| Q2 2020 | $1,319,000 | -2.8% | 56,640 | -4.0% | 0.05% | -24.2% |
| Q1 2020 | $1,357,000 | -31.0% | 58,984 | -28.3% | 0.06% | -19.5% |
| Q4 2019 | $1,968,000 | -8.4% | 82,221 | -8.4% | 0.08% | -17.2% |
| Q3 2019 | $2,149,000 | -4.9% | 89,728 | -4.3% | 0.09% | -5.1% |
| Q2 2019 | $2,259,000 | -66.9% | 93,780 | -66.9% | 0.10% | -68.1% |
| Q1 2019 | $6,830,000 | +39.6% | 283,642 | +35.9% | 0.31% | +21.8% |
| Q4 2018 | $4,891,000 | +202.3% | 208,746 | +213.7% | 0.25% | +250.0% |
| Q3 2018 | $1,618,000 | +10.8% | 66,535 | +10.5% | 0.07% | +10.8% |
| Q2 2018 | $1,460,000 | – | 60,205 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMA Wealth, Inc. | 595,337 | $14,246,000 | 5.29% |
| BCS Wealth Management | 326,520 | $7,814,000 | 5.21% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,063 | $12,493,000 | 4.96% |
| Adams Wealth Management | 235,008 | $5,624,000 | 4.74% |
| Ironwood Financial, llc | 362,086 | $8,652,000 | 3.96% |
| American Institute for Advanced Investment Management, LLP | 146,757 | $3,512,000 | 3.39% |
| Prostatis Group LLC | 143,721 | $3,439,239 | 3.11% |
| Private Vista, LLC | 444,319 | $10,647,000 | 2.87% |
| SFE Investment Counsel | 271,912 | $6,507,000 | 2.66% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,739,395 | $41,623,000 | 2.54% |