INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 259 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,744,000 | +23.5% | 503,918 | +23.8% | 0.81% | -1.2% |
| Q2 2020 | $8,699,000 | +18.5% | 407,080 | +16.3% | 0.82% | -3.1% |
| Q1 2020 | $7,343,000 | -4.6% | 350,165 | -3.4% | 0.84% | +24.2% |
| Q4 2019 | $7,697,000 | -8.2% | 362,371 | -8.1% | 0.68% | -7.2% |
| Q3 2019 | $8,382,000 | +24.9% | 394,262 | +24.5% | 0.73% | +29.6% |
| Q2 2019 | $6,710,000 | -0.9% | 316,651 | -1.6% | 0.56% | -1.1% |
| Q1 2019 | $6,770,000 | +7.4% | 321,901 | +5.9% | 0.57% | -6.2% |
| Q4 2018 | $6,305,000 | -1.8% | 303,868 | -1.8% | 0.61% | +18.3% |
| Q3 2018 | $6,418,000 | +5.5% | 309,458 | +5.6% | 0.52% | -5.2% |
| Q2 2018 | $6,081,000 | – | 293,013 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 791,033 | $16,676,000 | 6.34% |
| Strategic Family Wealth Counselors, L.L.C. | 750,306 | $15,824,000 | 5.41% |
| Asset Dedication, LLC | 1,753,701 | $36,986,000 | 4.88% |
| BCS Wealth Management | 518,173 | $10,928,000 | 4.64% |
| Blossom Wealth Management | 32,407 | $683,000 | 4.06% |
| SENTINEL PENSION ADVISORS INC | 528,278 | $11,141,000 | 3.79% |
| 4Thought Financial Group Inc. | 205,293 | $4,330,000 | 3.76% |
| Goepper Burkhardt LLC | 251,605 | $5,306,000 | 3.38% |
| Advisors Preferred, LLC | 1,008,930 | $21,278,000 | 2.96% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 440,180 | $9,283,000 | 2.88% |