INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 196 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $64,000 | +23.1% | 3,070 | +23.3% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | -7.1% | 2,489 | -7.5% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | -9.7% | 2,692 | -9.2% | 0.00% | -33.3% |
| Q4 2020 | $62,000 | -15.1% | 2,966 | -14.1% | 0.00% | 0.0% |
| Q3 2020 | $73,000 | -9.9% | 3,454 | -10.0% | 0.00% | -25.0% |
| Q2 2020 | $81,000 | +1.2% | 3,837 | +0.4% | 0.00% | -20.0% |
| Q1 2020 | $80,000 | -7.0% | 3,822 | -6.3% | 0.01% | +25.0% |
| Q4 2019 | $86,000 | -5.5% | 4,078 | -5.6% | 0.00% | 0.0% |
| Q3 2019 | $91,000 | 0.0% | 4,322 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $91,000 | -5.2% | 4,300 | -6.1% | 0.00% | 0.0% |
| Q1 2019 | $96,000 | +4.3% | 4,579 | +2.8% | 0.00% | -20.0% |
| Q4 2018 | $92,000 | +21.1% | 4,456 | +20.7% | 0.01% | +25.0% |
| Q3 2018 | $76,000 | 0.0% | 3,691 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $76,000 | – | 3,665 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 947,792 | $20,027,000 | 12.84% |
| Blossom Wealth Management | 28,886 | $610,000 | 7.09% |
| BCS Wealth Management | 567,787 | $11,997,000 | 5.69% |
| TLWM | 702,066 | $14,838,000 | 5.63% |
| Strategic Family Wealth Counselors, L.L.C. | 689,310 | $14,565,000 | 5.49% |
| Goepper Burkhardt LLC | 274,405 | $5,798,000 | 3.94% |
| 4Thought Financial Group Inc. | 180,923 | $3,823,000 | 3.69% |
| SENTINEL PENSION ADVISORS INC | 408,888 | $8,849,000 | 3.25% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 477,130 | $10,082,000 | 3.17% |
| Asset Dedication, LLC | 649,710 | $13,739,000 | 3.10% |