INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $226,000 | -2.2% | 10,731 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $231,000 | -85.6% | 10,931 | -85.6% | 0.00% | -85.0% |
| Q1 2021 | $1,600,000 | +1.5% | 75,708 | +1.8% | 0.02% | -16.7% |
| Q4 2020 | $1,577,000 | +1.5% | 74,347 | +2.1% | 0.02% | -11.1% |
| Q3 2020 | $1,553,000 | +2.2% | 72,838 | +2.4% | 0.03% | -3.6% |
| Q2 2020 | $1,520,000 | +13.7% | 71,140 | +11.6% | 0.03% | +7.7% |
| Q1 2020 | $1,337,000 | +15.3% | 63,758 | +16.7% | 0.03% | +36.8% |
| Q4 2019 | $1,160,000 | +46.1% | 54,629 | +46.3% | 0.02% | +35.7% |
| Q3 2019 | $794,000 | +11.0% | 37,339 | +10.6% | 0.01% | +7.7% |
| Q2 2019 | $715,000 | -9.0% | 33,746 | -9.7% | 0.01% | -7.1% |
| Q1 2019 | $786,000 | +22.8% | 37,377 | +21.1% | 0.01% | +16.7% |
| Q4 2018 | $640,000 | -3.6% | 30,866 | -3.7% | 0.01% | 0.0% |
| Q3 2018 | $664,000 | +5.4% | 32,038 | +5.6% | 0.01% | 0.0% |
| Q2 2018 | $630,000 | – | 30,335 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |