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 Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $376,000 | +0.5% | 16,076 | +0.0% | 0.06% | -10.3% |
| Q2 2020 | $374,000 | -14.6% | 16,075 | -15.2% | 0.07% | -32.0% |
| Q1 2020 | $438,000 | -24.0% | 18,959 | -21.3% | 0.10% | +14.9% |
| Q4 2019 | $576,000 | -3.7% | 24,081 | -3.1% | 0.09% | -29.8% |
| Q3 2019 | $598,000 | -0.3% | 24,845 | +0.1% | 0.12% | +57.0% |
| Q2 2019 | $600,000 | +0.2% | 24,822 | +0.1% | 0.08% | -40.6% |
| Q1 2019 | $599,000 | +3.6% | 24,798 | +0.1% | 0.13% | -14.2% |
| Q4 2018 | $578,000 | – | 24,773 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 661,961 | $16,041,000 | 13.67% |
| Allen Capital Group, LLC | 626,937 | $15,203,000 | 5.61% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 478,400 | $11,601,000 | 5.52% |
| Ironwood Financial, llc | 319,866 | $7,757,000 | 4.49% |
| Kabarec Financial Advisors, Ltd. | 171,353 | $4,155,000 | 3.18% |
| SFE Investment Counsel | 302,831 | $7,344,000 | 3.04% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,251,913 | $30,359,000 | 2.86% |
| GW HENSSLER & ASSOCIATES LTD | 959,712 | $23,273,000 | 2.28% |
| Private Vista, LLC | 394,247 | $9,560,000 | 2.21% |
| Northwest Capital Management Inc | 64,030 | $1,553,000 | 1.93% |