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 | $3,157,000 | -13.7% | 135,167 | -14.0% | 0.01% | -21.4% |
| Q2 2020 | $3,658,000 | +6.9% | 157,159 | +5.6% | 0.01% | -12.5% |
| Q1 2020 | $3,423,000 | -28.9% | 148,847 | -26.1% | 0.02% | -11.1% |
| Q4 2019 | $4,817,000 | +0.5% | 201,331 | +0.6% | 0.02% | -10.0% |
| Q3 2019 | $4,792,000 | -2.3% | 200,132 | -1.7% | 0.02% | -9.1% |
| Q2 2019 | $4,904,000 | -7.2% | 203,595 | -7.2% | 0.02% | -8.3% |
| Q1 2019 | $5,284,000 | +31.5% | 219,450 | +28.0% | 0.02% | +14.3% |
| Q4 2018 | $4,018,000 | +13.2% | 171,508 | +17.5% | 0.02% | +23.5% |
| Q3 2018 | $3,549,000 | +12.4% | 145,938 | +12.1% | 0.02% | 0.0% |
| Q2 2018 | $3,157,000 | – | 130,197 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMA Wealth, Inc. | 595,337 | $14,246,000 | 5.29% |
| BCS Wealth Management | 326,520 | $7,814,000 | 5.21% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 522,063 | $12,493,000 | 4.96% |
| Adams Wealth Management | 235,008 | $5,624,000 | 4.74% |
| Ironwood Financial, llc | 362,086 | $8,652,000 | 3.96% |
| American Institute for Advanced Investment Management, LLP | 146,757 | $3,512,000 | 3.39% |
| Prostatis Group LLC | 143,721 | $3,439,239 | 3.11% |
| Private Vista, LLC | 444,319 | $10,647,000 | 2.87% |
| SFE Investment Counsel | 271,912 | $6,507,000 | 2.66% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,739,395 | $41,623,000 | 2.54% |