INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 136 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $487,000 | -10.8% | 21,181 | -10.6% | 0.01% | -8.3% |
| Q2 2021 | $546,000 | +0.2% | 23,705 | +0.2% | 0.01% | -7.7% |
| Q1 2021 | $545,000 | +14.7% | 23,647 | +15.0% | 0.01% | 0.0% |
| Q4 2020 | $475,000 | +28.4% | 20,565 | +27.4% | 0.01% | +18.2% |
| Q3 2020 | $370,000 | +1.4% | 16,138 | +0.4% | 0.01% | -8.3% |
| Q2 2020 | $365,000 | +0.8% | 16,071 | -1.7% | 0.01% | -14.3% |
| Q1 2020 | $362,000 | +44.8% | 16,347 | +61.3% | 0.01% | +75.0% |
| Q4 2019 | $250,000 | -4.9% | 10,133 | -5.1% | 0.01% | -20.0% |
| Q3 2019 | $263,000 | +0.4% | 10,677 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $262,000 | +0.4% | 10,617 | +0.6% | 0.01% | -9.1% |
| Q1 2019 | $261,000 | -23.0% | 10,557 | -26.4% | 0.01% | -31.2% |
| Q4 2018 | $339,000 | -3.7% | 14,338 | +1.0% | 0.02% | +33.3% |
| Q3 2018 | $352,000 | +1.7% | 14,197 | +0.9% | 0.01% | -7.7% |
| Q2 2018 | $346,000 | – | 14,073 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 934,179 | $21,430,000 | 13.83% |
| Ironwood Financial, llc | 552,569 | $12,676,000 | 6.37% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 630,800 | $14,471,000 | 6.01% |
| IMA Wealth, Inc. | 747,099 | $17,138,000 | 5.75% |
| WFA of San Diego, LLC | 130,292 | $2,988,000 | 2.83% |
| Mirador Capital Partners LP | 378,624 | $8,686,000 | 2.71% |
| SFE Investment Counsel | 292,428 | $6,708,000 | 2.67% |
| BCS Wealth Management | 200,046 | $4,589,000 | 2.59% |
| S.E.E.D. Planning Group LLC | 126,959 | $2,912,000 | 2.14% |
| American Institute for Advanced Investment Management, LLP | 70,903 | $1,627,000 | 1.46% |