INVESCO EXCH TRD SLF IDX FD's ticker is BSJL and the CUSIP is 46138J809. A total of 132 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,745,000 | -44.2% | 336,885 | -44.1% | 0.00% | -50.0% |
| Q2 2021 | $13,873,000 | -6.8% | 602,904 | -6.6% | 0.00% | 0.0% |
| Q1 2021 | $14,878,000 | -35.0% | 645,173 | -34.9% | 0.00% | -50.0% |
| Q4 2020 | $22,877,000 | +2.3% | 990,344 | +1.5% | 0.00% | 0.0% |
| Q3 2020 | $22,372,000 | +8.8% | 975,274 | +7.7% | 0.00% | -20.0% |
| Q2 2020 | $20,556,000 | +9.4% | 905,939 | +6.8% | 0.01% | 0.0% |
| Q1 2020 | $18,787,000 | -27.3% | 848,523 | -19.0% | 0.01% | -16.7% |
| Q4 2019 | $25,845,000 | +3.8% | 1,047,401 | +3.6% | 0.01% | -14.3% |
| Q3 2019 | $24,892,000 | +7.6% | 1,010,643 | +7.9% | 0.01% | +16.7% |
| Q2 2019 | $23,144,000 | +30.0% | 937,037 | +30.1% | 0.01% | +20.0% |
| Q1 2019 | $17,799,000 | +43.0% | 720,310 | +36.9% | 0.01% | +25.0% |
| Q4 2018 | $12,447,000 | +62.6% | 526,063 | +70.3% | 0.00% | +100.0% |
| Q3 2018 | $7,653,000 | +13.4% | 308,976 | +12.6% | 0.00% | 0.0% |
| Q2 2018 | $6,750,000 | – | 274,394 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 907,134 | $20,954,000 | 12.49% |
| Ironwood Wealth Management, LLC. | 637,690 | $14,731,000 | 9.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 628,916 | $14,528,000 | 5.93% |
| IMA Wealth, Inc. | 892,696 | $20,621,000 | 5.78% |
| Ironwood Financial, llc | 436,414 | $10,081,000 | 3.77% |
| Oder Investment Management, LLC | 146,912 | $3,389,000 | 3.32% |
| COLLECTIVE FAMILY OFFICE LLC | 244,552 | $5,649,000 | 3.14% |
| BCS Wealth Management | 255,106 | $5,893,000 | 3.06% |
| Mirador Capital Partners LP | 390,150 | $9,012,000 | 2.47% |
| Legacy Financial Group LLC | 232,196 | $5,364,000 | 2.06% |