INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 142 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |