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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,730,000 | -9.5% | 82,010 | -9.5% | 0.48% | -7.8% |
| Q2 2021 | $1,912,000 | -20.9% | 90,620 | -20.8% | 0.53% | -25.2% |
| Q1 2021 | $2,417,000 | -11.4% | 114,370 | -11.1% | 0.70% | -18.9% |
| Q4 2020 | $2,729,000 | +16.2% | 128,664 | +16.8% | 0.87% | -7.4% |
| Q3 2020 | $2,348,000 | +18.4% | 110,152 | +18.7% | 0.94% | +6.7% |
| Q2 2020 | $1,983,000 | +12.1% | 92,778 | +10.0% | 0.88% | -9.8% |
| Q1 2020 | $1,769,000 | +6.6% | 84,380 | +8.0% | 0.97% | +43.4% |
| Q4 2019 | $1,659,000 | +28.6% | 78,110 | +28.7% | 0.68% | +24.4% |
| Q3 2019 | $1,290,000 | +19.8% | 60,700 | +19.5% | 0.54% | +18.2% |
| Q2 2019 | $1,077,000 | +24.9% | 50,810 | +23.9% | 0.46% | +18.8% |
| Q1 2019 | $862,000 | -5.6% | 41,000 | -6.8% | 0.39% | -16.9% |
| Q4 2018 | $913,000 | 0.0% | 44,000 | 0.0% | 0.47% | +32.7% |
| Q3 2018 | $913,000 | +7.3% | 44,000 | +7.3% | 0.35% | 0.0% |
| Q2 2018 | $851,000 | – | 41,000 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |