INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 140 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,305,000 | -85.4% | 141,480 | -85.5% | 0.20% | -87.5% |
| Q2 2020 | $22,702,000 | +3.5% | 975,172 | +2.3% | 1.63% | -19.4% |
| Q1 2020 | $21,935,000 | +2.2% | 953,674 | +6.4% | 2.03% | +11.9% |
| Q4 2019 | $21,458,000 | +25.0% | 896,707 | +25.1% | 1.81% | -6.3% |
| Q3 2019 | $17,170,000 | +31.7% | 717,067 | +28.5% | 1.93% | +13.1% |
| Q2 2019 | $13,036,000 | +14.0% | 558,055 | +17.5% | 1.71% | -11.8% |
| Q1 2019 | $11,435,000 | +87.4% | 474,861 | +82.3% | 1.94% | +16.8% |
| Q4 2018 | $6,102,000 | +304.9% | 260,422 | +320.7% | 1.66% | +264.4% |
| Q3 2018 | $1,507,000 | +22.0% | 61,905 | +21.6% | 0.46% | +7.8% |
| Q2 2018 | $1,235,000 | – | 50,929 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMA Wealth, Inc. | 595,337 | $14,246,000 | 5.29% |
| BCS Wealth Management | 326,520 | $7,814,000 | 5.21% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,063 | $12,493,000 | 4.96% |
| Adams Wealth Management | 235,008 | $5,624,000 | 4.74% |
| Ironwood Financial, llc | 362,086 | $8,652,000 | 3.96% |
| American Institute for Advanced Investment Management, LLP | 146,757 | $3,512,000 | 3.39% |
| Prostatis Group LLC | 143,721 | $3,439,239 | 3.11% |
| Private Vista, LLC | 444,319 | $10,647,000 | 2.87% |
| SFE Investment Counsel | 271,912 | $6,507,000 | 2.66% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,739,395 | $41,623,000 | 2.54% |