INVESCO EXCH TRD SLF IDX FD's ticker is BSJJ and the CUSIP is 46138J403. A total of 125 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $14,918,000 | +28.2% | 623,679 | +26.3% | 1.68% | +10.1% |
| Q2 2019 | $11,632,000 | +11.8% | 493,952 | +13.9% | 1.52% | -13.5% |
| Q1 2019 | $10,404,000 | +54.0% | 433,499 | +51.7% | 1.76% | -4.0% |
| Q4 2018 | $6,756,000 | +61.8% | 285,775 | +66.0% | 1.84% | +45.4% |
| Q3 2018 | $4,176,000 | +81.1% | 172,122 | +80.6% | 1.26% | +60.4% |
| Q2 2018 | $2,306,000 | – | 95,325 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 321,414 | $7,698,000 | 3.79% |
| SFE Investment Counsel | 289,620 | $6,936,000 | 2.97% |
| Private Vista, LLC | 270,871 | $6,494,000 | 1.62% |
| Integrated Wealth Concepts LLC | 493,952 | $11,632,000 | 1.52% |
| Strategic Wealth Management Group, LLC | 65,023 | $1,557,000 | 1.18% |
| FCG ADVISORS, LLC | 136,820 | $3,277,000 | 1.03% |
| ATWOOD & PALMER INC | 297,026 | $7,114,000 | 0.96% |
| Motley Fool Wealth Management, LLC | 452,524 | $10,838,000 | 0.68% |
| Verity Asset Management, Inc. | 23,645 | $566,000 | 0.64% |
| WEALTHSOURCE PARTNERS, LLC | 159,631 | $3,823,000 | 0.60% |