INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $116,183 | -5.7% | 5,054 | -5.6% | 0.00% | -20.0% |
| Q2 2021 | $123,150 | -0.2% | 5,352 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $123,417 | -58.1% | 5,352 | -58.0% | 0.01% | -66.7% |
| Q4 2020 | $294,571 | +0.7% | 12,752 | 0.0% | 0.02% | -11.8% |
| Q3 2020 | $292,531 | +1.1% | 12,752 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $289,343 | -7.0% | 12,752 | -9.3% | 0.02% | -26.9% |
| Q1 2020 | $311,111 | -10.3% | 14,052 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $346,733 | +0.2% | 14,052 | 0.0% | 0.02% | -10.7% |
| Q3 2019 | $346,101 | -0.3% | 14,052 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $347,084 | -0.0% | 14,052 | 0.0% | 0.03% | -12.1% |
| Q1 2019 | $347,225 | +4.2% | 14,052 | -0.2% | 0.03% | -19.5% |
| Q4 2018 | $333,204 | -4.3% | 14,083 | +0.2% | 0.04% | +2.5% |
| Q3 2018 | $348,068 | +0.7% | 14,052 | 0.0% | 0.04% | -14.9% |
| Q2 2018 | $345,679 | – | 14,052 | – | 0.05% | – |
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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% |