INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 119 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $307,000 | -28.3% | 13,354 | -28.2% | 0.01% | -29.4% |
| Q2 2021 | $428,000 | +7.0% | 18,594 | +6.8% | 0.02% | +54.5% |
| Q1 2021 | $400,000 | -3.6% | 17,408 | -6.5% | 0.01% | -35.3% |
| Q4 2020 | $415,000 | +15.0% | 18,619 | +17.5% | 0.02% | -10.5% |
| Q3 2020 | $361,000 | +2.8% | 15,843 | +2.2% | 0.02% | -5.0% |
| Q2 2020 | $351,000 | +4.5% | 15,508 | +0.2% | 0.02% | -13.0% |
| Q1 2020 | $336,000 | +37.1% | 15,480 | +55.2% | 0.02% | +76.9% |
| Q4 2019 | $245,000 | +15.0% | 9,975 | +14.8% | 0.01% | 0.0% |
| Q3 2019 | $213,000 | -0.5% | 8,690 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $214,000 | +13.8% | 8,690 | +14.0% | 0.01% | +8.3% |
| Q1 2019 | $188,000 | +23.7% | 7,620 | +18.1% | 0.01% | +9.1% |
| Q4 2018 | $152,000 | -7.3% | 6,450 | -3.0% | 0.01% | 0.0% |
| Q3 2018 | $164,000 | +264.4% | 6,650 | +257.5% | 0.01% | +175.0% |
| Q2 2018 | $45,000 | – | 1,860 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 907,134 | $20,954,000 | 12.49% |
| Ironwood Wealth Management, LLC. | 637,690 | $14,731,000 | 9.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 628,916 | $14,528,000 | 5.93% |
| IMA Wealth, Inc. | 892,696 | $20,621,000 | 5.78% |
| Ironwood Financial, llc | 436,414 | $10,081,000 | 3.77% |
| Oder Investment Management, LLC | 146,912 | $3,389,000 | 3.32% |
| COLLECTIVE FAMILY OFFICE LLC | 244,552 | $5,649,000 | 3.14% |
| BCS Wealth Management | 255,106 | $5,893,000 | 3.06% |
| Mirador Capital Partners LP | 390,150 | $9,012,000 | 2.47% |
| Legacy Financial Group LLC | 232,196 | $5,364,000 | 2.06% |