INVESCO EXCH TRD SLF IDX FD's ticker is BSJK and the CUSIP is 46138J601. A total of 104 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $803,000 | -0.1% | 34,385 | -0.5% | 0.01% | -9.1% |
| Q2 2020 | $804,000 | +0.4% | 34,546 | -0.8% | 0.01% | -21.4% |
| Q1 2020 | $801,000 | -31.1% | 34,812 | -28.3% | 0.01% | -17.6% |
| Q4 2019 | $1,163,000 | +15.5% | 48,583 | +15.5% | 0.02% | +6.2% |
| Q3 2019 | $1,007,000 | -13.3% | 42,047 | -12.7% | 0.02% | -5.9% |
| Q2 2019 | $1,161,000 | -0.8% | 48,180 | -0.8% | 0.02% | -5.6% |
| Q1 2019 | $1,170,000 | +16.9% | 48,585 | +13.8% | 0.02% | 0.0% |
| Q4 2018 | $1,001,000 | +7.2% | 42,705 | +11.2% | 0.02% | +12.5% |
| Q3 2018 | $934,000 | +7.9% | 38,395 | +7.5% | 0.02% | -15.8% |
| Q2 2018 | $866,000 | – | 35,717 | – | 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% |