INVESCO EXCH TRD SLF IDX FD's ticker is BSJJ and the CUSIP is 46138J403. A total of 119 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,275,000 | -83.4% | 53,285 | -83.4% | 0.57% | -85.0% |
| Q2 2019 | $7,698,000 | +75.6% | 321,414 | +76.0% | 3.79% | +59.5% |
| Q1 2019 | $4,383,000 | +2.2% | 182,642 | +0.7% | 2.38% | -10.3% |
| Q4 2018 | $4,287,000 | -2.1% | 181,329 | +0.5% | 2.65% | +23.7% |
| Q3 2018 | $4,379,000 | +4.5% | 180,435 | +4.1% | 2.14% | -6.1% |
| Q2 2018 | $4,192,000 | – | 173,382 | – | 2.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 503,870 | $11,911,000 | 6.26% |
| Ironwood Financial, llc | 388,191 | $9,177,000 | 5.15% |
| IMA Wealth, Inc. | 342,524 | $8,097,000 | 3.78% |
| SFE Investment Counsel | 293,287 | $6,933,000 | 3.55% |
| Weatherstone Capital Management | 551,853 | $13,393,000 | 3.29% |
| Mirador Capital Partners LP | 181,329 | $4,287,000 | 2.65% |
| Denver PWM, LLC | 130,053 | $3,121,000 | 2.24% |
| Private Vista, LLC | 367,081 | $8,677,000 | 2.02% |
| Integrated Wealth Concepts LLC | 285,775 | $6,756,000 | 1.84% |
| Sequoia Wealth Management, LLC | 72,923 | $1,724,000 | 1.71% |