INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 207 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,998,000 | +19.9% | 93,751 | +19.8% | 0.01% | +18.2% |
| Q3 2019 | $1,666,000 | -22.8% | 78,287 | -22.9% | 0.01% | -31.2% |
| Q2 2019 | $2,157,000 | +36.1% | 101,488 | +33.2% | 0.02% | +33.3% |
| Q1 2019 | $1,585,000 | +3.9% | 76,179 | +0.7% | 0.01% | -14.3% |
| Q4 2018 | $1,525,000 | +11.6% | 75,659 | +11.9% | 0.01% | +27.3% |
| Q3 2018 | $1,367,000 | – | 67,602 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 4,472,840 | $94,958,409 | 33.22% |
| Waycross Investment Management Co | 725,081 | $15,393,462 | 17.71% |
| Kaye Capital Management | 512,124 | $10,872,382 | 4.98% |
| Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10,037,114 | 4.82% |
| Virginia National Bank | 47,364 | $1,005,537 | 4.59% |
| Blue Barn Wealth, LLC | 325,037 | $6,900,529 | 4.53% |
| Sound Stewardship, LLC | 312,272 | $6,629,527 | 4.45% |
| TLWM | 739,135 | $15,691,794 | 4.16% |
| S.E.E.D. Planning Group LLC | 485,047 | $10,297,548 | 3.97% |
| KIRR MARBACH & CO LLC /IN/ | 628,784 | $13,349,085 | 3.79% |