INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $220,000 | -3.1% | 9,457 | -2.6% | 0.15% | -10.5% |
| Q1 2021 | $227,000 | +11.8% | 9,714 | +11.7% | 0.17% | +3.0% |
| Q4 2020 | $203,000 | -4.7% | 8,694 | -0.4% | 0.17% | -17.3% |
| Q4 2019 | $213,000 | +13.3% | 8,731 | +12.9% | 0.20% | +27.0% |
| Q3 2019 | $188,000 | -0.5% | 7,731 | 0.0% | 0.16% | -3.6% |
| Q2 2019 | $189,000 | 0.0% | 7,731 | -0.5% | 0.16% | -4.1% |
| Q1 2019 | $189,000 | +78.3% | 7,771 | +68.8% | 0.17% | +57.8% |
| Q4 2018 | $106,000 | -7.0% | 4,605 | 0.0% | 0.11% | +9.0% |
| Q3 2018 | $114,000 | +83.9% | 4,605 | +76.8% | 0.10% | +72.4% |
| Q2 2018 | $62,000 | – | 2,605 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |