INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 232 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,215,000 | +6.2% | 340,024 | +6.5% | 0.04% | -4.7% |
| Q2 2020 | $6,792,000 | +8.1% | 319,150 | +6.7% | 0.04% | -14.0% |
| Q1 2020 | $6,283,000 | +12.9% | 299,071 | +14.4% | 0.05% | +35.1% |
| Q4 2019 | $5,564,000 | +12.0% | 261,335 | +12.1% | 0.04% | +2.8% |
| Q3 2019 | $4,967,000 | -1.1% | 233,171 | -1.3% | 0.04% | -7.7% |
| Q2 2019 | $5,020,000 | +3.2% | 236,144 | +3.1% | 0.04% | -2.5% |
| Q1 2019 | $4,862,000 | +2.4% | 229,138 | +1.7% | 0.04% | -13.0% |
| Q4 2018 | $4,747,000 | -3.1% | 225,287 | -3.1% | 0.05% | +9.5% |
| Q3 2018 | $4,901,000 | +3.3% | 232,485 | +3.2% | 0.04% | -8.7% |
| Q2 2018 | $4,745,000 | – | 225,311 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 604,923 | $12,861,000 | 9.96% |
| Ironwood Financial, llc | 710,287 | $15,101,000 | 7.41% |
| VALLEY NATIONAL ADVISERS INC | 1,124,010 | $23,896,000 | 6.57% |
| Jackson Financial Management | 417,595 | $8,878,000 | 5.78% |
| Omega Financial Group, LLC | 348,323 | $7,405,000 | 5.47% |
| Asset Dedication, LLC | 695,065 | $14,763,000 | 4.76% |
| First Command Bank | 443,315 | $9,425,000 | 4.76% |
| First Command Financial Services, Inc. | 443,315 | $9,425,000 | 4.76% |
| Fusion Family Wealth LLC | 886,348 | $18,844,000 | 4.69% |
| Denver PWM, LLC | 334,181 | $7,118,000 | 4.54% |