INVESCO EXCH TRD SLF IDX FD's ticker is BSJJ and the CUSIP is 46138J403. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $700,000 | -14.1% | 29,285 | -14.0% | 0.27% | -13.6% |
| Q2 2019 | $815,000 | -8.6% | 34,064 | -8.4% | 0.31% | -12.5% |
| Q1 2019 | $892,000 | +6.4% | 37,169 | -10.9% | 0.35% | -26.3% |
| Q4 2018 | $838,000 | -4.0% | 41,729 | -1.9% | 0.48% | -0.6% |
| Q3 2018 | $873,000 | +0.3% | 42,536 | +18.1% | 0.48% | +28.9% |
| Q2 2018 | $870,000 | – | 36,022 | – | 0.37% | – |
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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% |