Shakespeare Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2019$412,000
+0.5%
16,923
+1.3%
0.24%
-10.2%
Q2 2019$410,00016,7010.26%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2019
NameSharesValueWeighting ↓
Tatro Capital, LLC 281,679$6,453,0004.83%
Oder Investment Management, LLC 176,391$4,041,0004.59%
IMA Advisory Services, Inc. 763,524$17,492,0004.02%
Harrison & Co Wealth Management, LLC 198,232$4,541,0003.98%
Mirador Capital Partners LP 759,536$17,401,0003.52%
COLLECTIVE FAMILY OFFICE LLC 379,689$8,699,0003.32%
Blue Barn Wealth, LLC 174,727$4,003,0002.77%
Straight Path Wealth Management 139,901$3,205,0002.72%
WFA of San Diego, LLC 154,360$3,536,0002.69%
BCS Wealth Management 240,780$5,516,0002.28%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders