INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 263 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $17,006,000 | +2.7% | 806,355 | +2.7% | 0.02% | 0.0% |
| Q2 2021 | $16,560,000 | +8.0% | 784,817 | +8.1% | 0.02% | 0.0% |
| Q1 2021 | $15,338,000 | +9.7% | 725,876 | +10.2% | 0.02% | 0.0% |
| Q4 2020 | $13,976,000 | +3.1% | 658,943 | +3.7% | 0.02% | -11.8% |
| Q3 2020 | $13,554,000 | -2.5% | 635,735 | -2.3% | 0.02% | -10.5% |
| Q2 2020 | $13,902,000 | +2.7% | 650,532 | +0.7% | 0.02% | -13.6% |
| Q1 2020 | $13,542,000 | -3.1% | 645,764 | -1.8% | 0.02% | +22.2% |
| Q4 2019 | $13,970,000 | +64.8% | 657,708 | +65.0% | 0.02% | +50.0% |
| Q3 2019 | $8,476,000 | +11.4% | 398,694 | +11.0% | 0.01% | +9.1% |
| Q2 2019 | $7,608,000 | -2.8% | 359,047 | -3.5% | 0.01% | -8.3% |
| Q1 2019 | $7,825,000 | +81.8% | 372,075 | +79.4% | 0.01% | +71.4% |
| Q4 2018 | $4,304,000 | +26.4% | 207,428 | +26.4% | 0.01% | +40.0% |
| Q3 2018 | $3,404,000 | +10.0% | 164,108 | +10.1% | 0.01% | 0.0% |
| Q2 2018 | $3,094,000 | – | 149,049 | – | 0.01% | – |
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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% |