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 | $11,499,000 | -0.8% | 492,263 | -1.1% | 4.78% | -7.5% |
| Q2 2020 | $11,588,000 | -4.7% | 497,747 | -5.8% | 5.17% | -11.3% |
| Q1 2020 | $12,156,000 | -2.7% | 528,501 | +1.2% | 5.82% | +17.5% |
| Q4 2019 | $12,493,000 | -0.3% | 522,063 | -0.3% | 4.96% | -4.2% |
| Q3 2019 | $12,535,000 | -0.4% | 523,472 | +0.2% | 5.18% | -5.7% |
| Q2 2019 | $12,585,000 | +0.8% | 522,417 | +0.8% | 5.49% | -1.6% |
| Q1 2019 | $12,485,000 | +7.7% | 518,499 | +4.8% | 5.58% | -8.5% |
| Q4 2018 | $11,590,000 | -2.6% | 494,658 | +1.1% | 6.09% | +11.6% |
| Q3 2018 | $11,898,000 | +2.6% | 489,140 | +2.2% | 5.46% | -1.0% |
| Q2 2018 | $11,601,000 | – | 478,400 | – | 5.52% | – |
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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% |