ProVise Management Group, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 256 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2021$545,000
-6.8%
25,837
-6.8%
0.05%
-10.0%
Q2 2021$585,000
-14.7%
27,714
-14.7%
0.06%
-18.9%
Q1 2021$686,000
-72.2%
32,479
-72.1%
0.07%
-74.0%
Q4 2020$2,468,000
-5.7%
116,351
-5.2%
0.28%
-18.6%
Q3 2020$2,617,000
-6.2%
122,750
-6.0%
0.35%
-12.7%
Q2 2020$2,791,0000.0%130,599
-1.9%
0.40%
-14.3%
Q1 2020$2,791,000
-1.8%
133,110
-0.5%
0.47%
+33.7%
Q4 2019$2,841,000
+60.1%
133,746
+60.2%
0.35%
+48.9%
Q3 2019$1,775,000
+14.7%
83,506
+14.3%
0.24%
+13.5%
Q2 2019$1,548,000
+11.4%
73,053
+10.5%
0.21%
+6.2%
Q1 2019$1,390,000
+10.6%
66,082
+9.1%
0.20%
-2.0%
Q4 2018$1,257,000
-3.1%
60,566
-3.1%
0.20%
+16.4%
Q3 2018$1,297,000
+5.8%
62,529
+5.8%
0.17%
+85.9%
Q2 2018$1,226,00059,0880.09%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 326,299$6,862,0005.55%
Ironwood Financial, llc 485,019$10,200,0005.27%
Lenox Wealth Advisors, LLC 1,289,279$27,114,0005.09%
First Command Financial Services, Inc. 473,550$9,959,0004.95%
First Command Bank 473,550$9,959,0004.95%
SNS Financial Group, LLC 927,517$19,506,0004.28%
Reitz Capital Advisors LLC 168,858$3,551,0004.11%
Mirador Capital Partners LP 260,409$5,476,0002.97%
Leicht Financial Planning & Wealth Management, Inc. 130,304$2,740,0002.82%
Asset Dedication, LLC 344,116$7,227,0002.52%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders