INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 123 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,201,000 | +8.8% | 144,338 | +8.2% | 0.75% | -2.0% |
| Q2 2020 | $2,941,000 | +8.7% | 133,436 | +1.8% | 0.77% | -0.6% |
| Q1 2020 | $2,706,000 | +15.2% | 131,060 | +19.8% | 0.77% | +14.7% |
| Q4 2019 | $2,348,000 | +34.4% | 109,378 | +34.2% | 0.67% | +26.3% |
| Q3 2019 | $1,747,000 | +170.9% | 81,525 | +168.6% | 0.53% | +161.3% |
| Q2 2019 | $645,000 | +23.3% | 30,352 | +20.4% | 0.20% | +17.9% |
| Q1 2019 | $523,000 | +9.2% | 25,216 | +5.2% | 0.17% | -5.5% |
| Q4 2018 | $479,000 | -6.8% | 23,970 | -6.3% | 0.18% | +3.4% |
| Q3 2018 | $514,000 | +0.4% | 25,578 | +0.2% | 0.18% | -4.3% |
| Q2 2018 | $512,000 | – | 25,521 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |