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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 338 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $7,000 | -68.2% | 338 | -65.8% | 0.00% | -50.0% |
| Q1 2020 | $22,000 | +46.7% | 988 | +53.2% | 0.00% | +100.0% |
| Q4 2019 | $15,000 | -34.8% | 645 | -34.8% | 0.00% | -50.0% |
| Q3 2019 | $23,000 | 0.0% | 990 | +0.4% | 0.00% | -33.3% |
| Q1 2019 | $23,000 | -89.2% | 986 | -89.1% | 0.00% | -76.9% |
| Q4 2018 | $213,000 | -84.6% | 9,064 | -84.1% | 0.01% | -76.8% |
| Q3 2018 | $1,385,000 | +12.0% | 56,918 | +11.5% | 0.06% | +7.7% |
| Q2 2018 | $1,237,000 | +5278.3% | 51,028 | +5075.3% | 0.05% | +1633.3% |
| Q1 2016 | $23,000 | – | 986 | – | 0.00% | – |
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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% |