INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 91 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $274,000 | +2.2% | 12,000 | 0.0% | 0.12% | -4.8% |
| Q2 2020 | $268,000 | +3.1% | 12,000 | 0.0% | 0.12% | -13.9% |
| Q1 2020 | $260,000 | -26.8% | 12,000 | -17.2% | 0.14% | +2.9% |
| Q4 2019 | $355,000 | +0.6% | 14,500 | 0.0% | 0.14% | -7.3% |
| Q3 2019 | $353,000 | +20.1% | 14,500 | +20.8% | 0.15% | -26.3% |
| Q2 2019 | $294,000 | +58.1% | 12,000 | +50.0% | 0.20% | +43.4% |
| Q4 2018 | $186,000 | – | 8,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,479,022 | $34,535,000 | 10.85% |
| Oder Investment Management, LLC | 143,815 | $3,358,000 | 4.59% |
| Tatro Capital, LLC | 229,075 | $5,349,000 | 4.14% |
| Legacy Financial Group LLC | 387,285 | $9,043,000 | 3.14% |
| Mirador Capital Partners LP | 524,244 | $12,241,000 | 3.14% |
| WFA of San Diego, LLC | 152,342 | $3,557,000 | 2.95% |
| COLLECTIVE FAMILY OFFICE LLC | 245,857 | $5,741,000 | 2.80% |
| Ironwood Financial, llc | 366,349 | $8,554,000 | 2.79% |
| IMA Wealth, Inc. | 460,609 | $10,755,000 | 2.64% |
| Denver PWM, LLC | 193,348 | $4,420,000 | 2.58% |