INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 156 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $379,000 | -26.4% | 16,209 | -26.7% | 0.05% | -31.1% |
| Q2 2020 | $515,000 | -39.6% | 22,125 | -40.2% | 0.07% | -44.8% |
| Q1 2020 | $852,000 | -46.8% | 37,022 | -44.6% | 0.13% | -36.2% |
| Q4 2019 | $1,600,000 | +387.8% | 66,841 | +387.5% | 0.21% | +328.6% |
| Q3 2019 | $328,000 | -36.6% | 13,711 | -36.1% | 0.05% | -39.5% |
| Q2 2019 | $517,000 | -86.6% | 21,455 | -86.6% | 0.08% | -90.7% |
| Q1 2019 | $3,849,000 | +1236.5% | 159,831 | +1199.2% | 0.87% | +948.2% |
| Q4 2018 | $288,000 | +24.7% | 12,302 | +28.9% | 0.08% | +29.7% |
| Q2 2018 | $231,000 | – | 9,544 | – | 0.06% | – |
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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% |