INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,152,000 | -20.1% | 195,058 | -20.0% | 0.03% | -27.8% |
| Q3 2019 | $5,195,000 | -9.8% | 243,924 | -9.9% | 0.04% | -14.3% |
| Q2 2019 | $5,760,000 | +7.0% | 270,856 | +6.8% | 0.04% | +2.4% |
| Q1 2019 | $5,382,000 | +26.9% | 253,626 | +26.0% | 0.04% | +7.9% |
| Q4 2018 | $4,240,000 | +17.5% | 201,238 | +17.5% | 0.04% | +26.7% |
| Q3 2018 | $3,610,000 | – | 171,256 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 476,787 | $10,033,000 | 13.25% |
| Ironwood Financial, llc | 760,624 | $16,026,000 | 8.99% |
| Strategic Family Wealth Counselors, L.L.C. | 333,571 | $7,028,000 | 7.96% |
| Evanston Investments, Inc., dba Evanston Advisors | 1,011,526 | $21,313,000 | 5.79% |
| BerganKDV Wealth Management, LLC | 1,126,481 | $23,735,000 | 5.56% |
| Advisors Preferred, LLC | 211,100 | $4,448,000 | 5.39% |
| Fusion Family Wealth LLC | 868,261 | $18,294,000 | 5.38% |
| First Command Bank | 440,454 | $9,280,000 | 4.79% |
| Denver PWM, LLC | 285,037 | $6,036,000 | 4.33% |
| WealthTrust-Arizona, LLC | 337,626 | $7,114,000 | 4.14% |