INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 127 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,392,000 | -0.5% | 60,257 | -1.2% | 0.12% | -17.1% |
| Q3 2020 | $1,399,000 | +10.1% | 60,996 | +8.9% | 0.14% | -19.5% |
| Q2 2020 | $1,271,000 | -2.4% | 56,012 | -4.7% | 0.17% | -7.0% |
| Q1 2020 | $1,302,000 | -5.3% | 58,797 | +5.5% | 0.19% | +14.7% |
| Q4 2019 | $1,375,000 | +2.0% | 55,732 | +1.9% | 0.16% | -10.9% |
| Q3 2019 | $1,348,000 | +6.7% | 54,715 | +7.0% | 0.18% | 0.0% |
| Q2 2019 | $1,263,000 | -1.6% | 51,154 | -1.5% | 0.18% | -14.5% |
| Q1 2019 | $1,283,000 | – | 51,920 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 987,934 | $22,416,000 | 15.10% |
| Ironwood Financial, llc | 558,869 | $12,681,000 | 6.85% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 627,573 | $14,240,000 | 6.35% |
| IMA Wealth, Inc. | 653,595 | $14,830,000 | 5.36% |
| SFE Investment Counsel | 296,795 | $6,734,000 | 2.98% |
| BCS Wealth Management | 182,941 | $4,151,000 | 2.49% |
| S.E.E.D. Planning Group LLC | 95,958 | $2,177,000 | 1.70% |
| American Institute for Advanced Investment Management, LLP | 70,461 | $1,599,000 | 1.51% |
| Asset Dedication, LLC | 219,901 | $4,983,000 | 1.36% |
| Strategic Wealth Management Group, LLC | 94,213 | $2,138,000 | 1.26% |