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 | $20,024,000 | +4.0% | 949,454 | +4.0% | 0.97% | +2.4% |
| Q2 2021 | $19,263,000 | +7.0% | 912,944 | +7.2% | 0.94% | -2.9% |
| Q1 2021 | $17,999,000 | +8.1% | 851,826 | +8.5% | 0.97% | +4.3% |
| Q4 2020 | $16,654,000 | +1.1% | 785,196 | +1.6% | 0.93% | -7.6% |
| Q3 2020 | $16,477,000 | +7.3% | 772,840 | +7.5% | 1.01% | +1.0% |
| Q2 2020 | $15,358,000 | +4.6% | 718,648 | +2.7% | 1.00% | -8.6% |
| Q1 2020 | $14,678,000 | -20.8% | 699,988 | -19.8% | 1.09% | +1.5% |
| Q4 2019 | $18,537,000 | +3.3% | 872,728 | +3.4% | 1.08% | -3.8% |
| Q3 2019 | $17,943,000 | +1.7% | 843,966 | +1.3% | 1.12% | -0.4% |
| Q2 2019 | $17,648,000 | +4.5% | 832,825 | +3.7% | 1.12% | -0.8% |
| Q1 2019 | $16,890,000 | +7.2% | 803,130 | +5.8% | 1.13% | -3.7% |
| Q4 2018 | $15,751,000 | +1.3% | 759,051 | +1.2% | 1.18% | +15.9% |
| Q3 2018 | $15,552,000 | +2.0% | 749,881 | +2.1% | 1.02% | -2.6% |
| Q2 2018 | $15,250,000 | – | 734,724 | – | 1.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 326,299 | $6,862,000 | 5.55% |
| Ironwood Financial, llc | 485,019 | $10,200,000 | 5.27% |
| Lenox Wealth Advisors, LLC | 1,289,279 | $27,114,000 | 5.09% |
| First Command Financial Services, Inc. | 473,550 | $9,959,000 | 4.95% |
| First Command Bank | 473,550 | $9,959,000 | 4.95% |
| SNS Financial Group, LLC | 927,517 | $19,506,000 | 4.28% |
| Reitz Capital Advisors LLC | 168,858 | $3,551,000 | 4.11% |
| Mirador Capital Partners LP | 260,409 | $5,476,000 | 2.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 130,304 | $2,740,000 | 2.82% |
| Asset Dedication, LLC | 344,116 | $7,227,000 | 2.52% |