INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 154 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,717,000 | -1.7% | 128,590 | -1.3% | 0.84% | -9.0% |
| Q4 2020 | $2,764,000 | -2.0% | 130,306 | -1.4% | 0.92% | -17.9% |
| Q3 2020 | $2,819,000 | +10.6% | 132,217 | +10.8% | 1.12% | -1.9% |
| Q2 2020 | $2,549,000 | +4.9% | 119,291 | +2.9% | 1.14% | -13.3% |
| Q1 2020 | $2,430,000 | -1.5% | 115,887 | -0.3% | 1.32% | +33.3% |
| Q4 2019 | $2,468,000 | +3.2% | 116,201 | +3.3% | 0.99% | -4.5% |
| Q3 2019 | $2,392,000 | -0.5% | 112,512 | -0.8% | 1.04% | -2.7% |
| Q2 2019 | $2,403,000 | +0.4% | 113,396 | -0.3% | 1.07% | -2.4% |
| Q1 2019 | $2,393,000 | +4.7% | 113,778 | +3.3% | 1.09% | -7.5% |
| Q4 2018 | $2,285,000 | -3.8% | 110,140 | -3.8% | 1.18% | +11.1% |
| Q3 2018 | $2,376,000 | -1.2% | 114,547 | -1.1% | 1.06% | -6.0% |
| Q2 2018 | $2,404,000 | – | 115,842 | – | 1.13% | – |
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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% |