INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 168 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $634,000 | -4.8% | 30,043 | -4.8% | 0.04% | -4.3% |
| Q2 2021 | $666,000 | -11.2% | 31,543 | -11.1% | 0.05% | -21.7% |
| Q1 2021 | $750,000 | -11.6% | 35,498 | -11.3% | 0.06% | -13.0% |
| Q4 2020 | $848,000 | -0.9% | 39,998 | -0.4% | 0.07% | -11.5% |
| Q3 2020 | $856,000 | -2.2% | 40,148 | -2.0% | 0.08% | -9.3% |
| Q2 2020 | $875,000 | +1.6% | 40,948 | -0.2% | 0.09% | -18.1% |
| Q1 2020 | $861,000 | -8.7% | 41,048 | -7.5% | 0.10% | +11.7% |
| Q4 2019 | $943,000 | 0.0% | 44,393 | +0.1% | 0.09% | -7.8% |
| Q3 2019 | $943,000 | +0.3% | 44,343 | 0.0% | 0.10% | +2.0% |
| Q2 2019 | $940,000 | +24.2% | 44,343 | +23.1% | 0.10% | +20.5% |
| Q1 2019 | $757,000 | -5.4% | 36,015 | -6.6% | 0.08% | -20.2% |
| Q4 2018 | $800,000 | -4.0% | 38,572 | -4.0% | 0.10% | +11.8% |
| Q3 2018 | $833,000 | -0.1% | 40,172 | 0.0% | 0.09% | -10.6% |
| Q2 2018 | $834,000 | – | 40,172 | – | 0.10% | – |
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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% |