INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,957,000 | +2.9% | 140,188 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $2,873,000 | +4.4% | 136,180 | +4.6% | 0.00% | 0.0% |
| Q1 2021 | $2,752,000 | -2.1% | 130,237 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $2,810,000 | +30.5% | 132,499 | +31.2% | 0.00% | 0.0% |
| Q3 2020 | $2,154,000 | +13.9% | 101,022 | +14.2% | 0.00% | 0.0% |
| Q2 2020 | $1,891,000 | +167.5% | 88,497 | +162.4% | 0.00% | +100.0% |
| Q1 2020 | $707,000 | -6.2% | 33,727 | -5.0% | 0.00% | 0.0% |
| Q4 2019 | $754,000 | -61.2% | 35,514 | -61.2% | 0.00% | -50.0% |
| Q3 2019 | $1,945,000 | +4.7% | 91,483 | +4.4% | 0.00% | 0.0% |
| Q2 2019 | $1,857,000 | +10.1% | 87,614 | +9.2% | 0.00% | 0.0% |
| Q1 2019 | $1,687,000 | +13.7% | 80,208 | +12.2% | 0.00% | 0.0% |
| Q4 2018 | $1,484,000 | +53.0% | 71,498 | +52.8% | 0.00% | 0.0% |
| Q3 2018 | $970,000 | – | 46,780 | – | 0.00% | – |
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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% |