INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 222 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $376,000 | -0.5% | 18,000 | -0.3% | 0.03% | +10.3% |
| Q2 2022 | $378,000 | -0.8% | 18,050 | 0.0% | 0.03% | +16.0% |
| Q1 2022 | $381,000 | -5.9% | 18,050 | -4.2% | 0.02% | -3.8% |
| Q4 2021 | $405,000 | +4.7% | 18,850 | +5.6% | 0.03% | -7.1% |
| Q3 2021 | $387,000 | -0.3% | 17,850 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $388,000 | -0.3% | 17,850 | 0.0% | 0.03% | -9.7% |
| Q1 2021 | $389,000 | +12.4% | 17,850 | +13.0% | 0.03% | +10.7% |
| Q4 2020 | $346,000 | +18.1% | 15,800 | +17.5% | 0.03% | +3.7% |
| Q3 2020 | $293,000 | – | 13,450 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |