INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $11,000 | -8.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -50.0% | 500 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +118.2% | 1,000 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | – | 500 | – | 0.00% | – |
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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% |