INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 159 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,777,000 | +2.8% | 84,276 | +2.8% | 0.75% | +1.5% |
| Q2 2019 | $1,728,000 | -0.7% | 81,950 | -0.8% | 0.74% | -5.6% |
| Q1 2019 | $1,741,000 | -4.9% | 82,650 | -4.9% | 0.78% | -16.3% |
| Q4 2018 | $1,831,000 | -0.1% | 86,950 | 0.0% | 0.94% | +32.7% |
| Q3 2018 | $1,833,000 | +1.0% | 86,950 | +0.6% | 0.71% | -6.0% |
| Q2 2018 | $1,815,000 | – | 86,450 | – | 0.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 931,283 | $19,641,000 | 15.21% |
| Asset Dedication, LLC | 669,314 | $14,112,000 | 4.55% |
| Lantz Financial LLC | 200,305 | $4,224,000 | 2.86% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 287,761 | $6,069,000 | 2.65% |
| Paulson Wealth Management Inc. | 162,795 | $3,432,000 | 2.56% |
| VALLEY NATIONAL ADVISERS INC | 397,337 | $8,380,000 | 2.30% |
| Leicht Financial Planning & Wealth Management, Inc. | 109,311 | $2,305,000 | 2.26% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 545,888 | $11,513,000 | 2.21% |
| Marietta Wealth Management, LLC | 267,467 | $5,641,000 | 2.20% |
| Brookstone Capital Management | 1,686,972 | $35,578,000 | 2.06% |