INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 206 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,213,000 | -8.7% | 57,529 | -8.7% | 0.10% | -10.1% |
| Q2 2019 | $1,328,000 | -4.9% | 62,986 | -5.0% | 0.11% | -7.6% |
| Q1 2019 | $1,397,000 | -3.1% | 66,321 | -3.1% | 0.12% | -13.2% |
| Q4 2018 | $1,441,000 | -23.9% | 68,417 | -23.8% | 0.14% | -12.8% |
| Q3 2018 | $1,894,000 | -20.6% | 89,845 | -20.9% | 0.16% | -23.2% |
| Q2 2018 | $2,385,000 | – | 113,580 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 908,641 | $19,145,000 | 15.48% |
| NorthRock Partners, LLC | 1,514,613 | $31,922,000 | 8.41% |
| VALLEY NATIONAL ADVISERS INC | 1,344,297 | $28,324,000 | 8.11% |
| Leicht Financial Planning & Wealth Management, Inc. | 287,979 | $6,068,000 | 6.25% |
| First Command Bank | 371,121 | $7,820,000 | 3.89% |
| First Command Financial Services, Inc. | 371,121 | $7,820,000 | 3.89% |
| Asset Dedication, LLC | 457,610 | $9,640,000 | 3.36% |
| Lantz Financial LLC | 183,830 | $3,873,000 | 2.81% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 288,128 | $6,071,000 | 2.71% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 540,774 | $11,394,000 | 2.68% |