INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 292 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,841,000 | -13.4% | 87,270 | -13.4% | 0.36% | -11.8% |
| Q2 2021 | $2,127,000 | +32.6% | 100,815 | +32.8% | 0.41% | +33.0% |
| Q1 2021 | $1,604,000 | +15.2% | 75,940 | +15.7% | 0.31% | +17.2% |
| Q4 2020 | $1,392,000 | +48.4% | 65,645 | +49.1% | 0.26% | +33.8% |
| Q3 2020 | $938,000 | -89.9% | 44,030 | +1.0% | 0.20% | -88.1% |
| Q2 2020 | $9,312,000 | +915.5% | 43,575 | -0.4% | 1.63% | +572.4% |
| Q1 2020 | $917,000 | +0.2% | 43,760 | +1.5% | 0.24% | +42.1% |
| Q4 2019 | $915,000 | -6.9% | 43,120 | -6.8% | 0.17% | -17.8% |
| Q3 2019 | $983,000 | +1.1% | 46,270 | +0.8% | 0.21% | +1.0% |
| Q2 2019 | $972,000 | +0.7% | 45,910 | 0.0% | 0.21% | +15.1% |
| Q1 2019 | $965,000 | +3.9% | 45,910 | +2.5% | 0.18% | -5.8% |
| Q4 2018 | $929,000 | +3.3% | 44,780 | +3.3% | 0.19% | +13.1% |
| Q3 2018 | $899,000 | -2.8% | 43,350 | -2.7% | 0.17% | -5.1% |
| Q2 2018 | $925,000 | – | 44,560 | – | 0.18% | – |
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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% |