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 | $205,000 | -20.5% | 9,715 | -20.5% | 0.02% | -31.0% |
| Q2 2021 | $258,000 | -41.8% | 12,215 | -41.7% | 0.03% | -42.0% |
| Q1 2021 | $443,000 | +24.8% | 20,945 | +25.1% | 0.05% | -3.8% |
| Q4 2020 | $355,000 | +13.4% | 16,745 | +14.2% | 0.05% | +30.0% |
| Q3 2020 | $313,000 | -81.3% | 14,660 | -81.2% | 0.04% | -60.4% |
| Q2 2020 | $1,670,000 | -14.6% | 78,084 | -16.0% | 0.10% | -65.9% |
| Q1 2020 | $1,955,000 | -0.5% | 92,932 | +0.5% | 0.30% | +12.1% |
| Q4 2019 | $1,965,000 | +0.9% | 92,508 | +1.0% | 0.26% | +2.7% |
| Q3 2019 | $1,948,000 | +0.6% | 91,589 | +0.3% | 0.26% | -6.9% |
| Q2 2019 | $1,937,000 | -0.9% | 91,326 | -1.5% | 0.28% | -2.8% |
| Q1 2019 | $1,955,000 | +1.6% | 92,679 | +0.6% | 0.28% | -2.4% |
| Q4 2018 | $1,924,000 | -0.3% | 92,107 | -0.2% | 0.29% | -0.7% |
| Q3 2018 | $1,929,000 | – | 92,325 | – | 0.29% | – |
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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% |