CALTON & ASSOCIATES, INC. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 118 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q1 2022$344,000
-3.1%
14,0420.0%0.10%
+7.4%
Q4 2021$355,0000.0%14,0420.0%0.10%
+21.8%
Q3 2021$355,000
-0.8%
14,0420.0%0.08%
+14.7%
Q2 2021$358,000
-15.4%
14,042
-15.9%
0.07%
-17.1%
Q1 2021$423,000
+2.7%
16,704
+2.9%
0.08%
+10.8%
Q4 2020$412,000
-8.8%
16,231
-11.9%
0.07%
-20.4%
Q3 2020$452,000
+1.3%
18,418
-0.9%
0.09%
-4.1%
Q2 2020$446,000
+10.9%
18,580
+3.7%
0.10%
-3.0%
Q1 2020$402,000
-3.1%
17,916
+13.0%
0.10%
+20.5%
Q4 2019$415,000
+37.9%
15,857
+37.5%
0.08%
+23.9%
Q3 2019$301,000
+24.4%
11,531
+24.1%
0.07%
-1.5%
Q2 2019$242,0009,2950.07%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2021
NameSharesValueWeighting ↓
Crescent Capital Consulting, LLC 863,246$21,837,0003.60%
IMA Wealth, Inc. 561,925$14,211,0003.14%
Mirador Capital Partners LP 495,650$12,535,0002.64%
Ironwood Financial, llc 367,637$9,298,0002.55%
Straight Path Wealth Management 113,861$2,880,0002.51%
Harrison & Co Wealth Management, LLC 116,766$2,953,0002.49%
SFE Investment Counsel 339,729$8,592,0002.21%
Vista Private Wealth Partners. LLC 206,336$5,218,0001.99%
S.E.E.D. Planning Group LLC 180,196$4,557,0001.98%
GILL CAPITAL PARTNERS, LLC 170,720$4,317,0001.91%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders