INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 110 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,568,000 | -1.0% | 109,936 | -1.3% | 0.35% | -2.8% |
| Q2 2020 | $2,594,000 | +11.5% | 111,436 | +10.2% | 0.36% | -5.0% |
| Q1 2020 | $2,327,000 | +54.3% | 101,160 | +60.5% | 0.38% | +81.0% |
| Q4 2019 | $1,508,000 | +123.7% | 63,010 | +123.8% | 0.21% | +108.9% |
| Q3 2019 | $674,000 | +6.5% | 28,160 | +7.2% | 0.10% | +5.2% |
| Q2 2019 | $633,000 | +30.5% | 26,260 | +30.3% | 0.10% | +21.5% |
| Q1 2019 | $485,000 | +80.3% | 20,160 | +75.3% | 0.08% | +58.0% |
| Q4 2018 | $269,000 | -3.9% | 11,500 | 0.0% | 0.05% | +8.7% |
| Q3 2018 | $280,000 | -7.6% | 11,500 | -8.0% | 0.05% | -13.2% |
| Q2 2018 | $303,000 | – | 12,500 | – | 0.05% | – |
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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% |