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 | $201,000 | -3.8% | 8,614 | -3.9% | 0.11% | -8.6% |
| Q2 2020 | $209,000 | +0.5% | 8,965 | -1.1% | 0.12% | -18.3% |
| Q1 2020 | $208,000 | -68.8% | 9,065 | -67.5% | 0.14% | -61.4% |
| Q4 2019 | $667,000 | -41.5% | 27,865 | -41.5% | 0.37% | -47.6% |
| Q3 2019 | $1,140,000 | -62.6% | 47,624 | -62.4% | 0.70% | -63.2% |
| Q2 2019 | $3,049,000 | +1.5% | 126,571 | +1.5% | 1.91% | -1.5% |
| Q1 2019 | $3,004,000 | +4.0% | 124,750 | +1.2% | 1.94% | -6.4% |
| Q4 2018 | $2,889,000 | +0.6% | 123,319 | +4.4% | 2.07% | +12.8% |
| Q3 2018 | $2,873,000 | +2.6% | 118,101 | +2.3% | 1.84% | -4.9% |
| Q2 2018 | $2,800,000 | – | 115,445 | – | 1.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,417 | $12,585,000 | 5.49% |
| IMA Wealth, Inc. | 553,976 | $13,345,000 | 4.99% |
| Ironwood Financial, llc | 368,452 | $8,876,000 | 4.36% |
| Private Vista, LLC | 524,212 | $12,646,000 | 3.16% |
| SFE Investment Counsel | 299,366 | $7,212,000 | 3.09% |
| Mirador Capital Partners LP | 211,719 | $5,100,000 | 2.51% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,464,869 | $35,288,000 | 2.33% |
| Pacific Wealth Strategies Group, Inc. | 126,571 | $3,049,000 | 1.91% |
| Integrated Wealth Concepts LLC | 558,055 | $13,036,000 | 1.71% |
| Denver PWM, LLC | 107,713 | $2,573,000 | 1.64% |