INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 292 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $498,000 | +1.6% | 23,623 | +1.7% | 0.04% | +9.4% |
| Q2 2021 | $490,000 | -0.2% | 23,223 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $491,000 | -40.0% | 23,223 | -39.8% | 0.04% | -47.0% |
| Q4 2020 | $818,000 | -4.3% | 38,580 | -3.8% | 0.07% | -9.6% |
| Q3 2020 | $855,000 | -6.6% | 40,088 | -6.4% | 0.07% | -1.4% |
| Q2 2020 | $915,000 | -13.4% | 42,825 | -15.0% | 0.07% | -23.7% |
| Q1 2020 | $1,056,000 | -12.7% | 50,364 | -11.6% | 0.10% | -5.8% |
| Q4 2019 | $1,210,000 | +23.5% | 56,987 | +23.6% | 0.10% | +14.4% |
| Q3 2019 | $980,000 | +32.6% | 46,119 | +32.3% | 0.09% | +9.8% |
| Q2 2019 | $739,000 | +222.7% | 34,865 | +220.2% | 0.08% | +192.9% |
| Q1 2019 | $229,000 | +1.3% | 10,890 | +0.2% | 0.03% | -9.7% |
| Q4 2018 | $226,000 | +12.4% | 10,870 | +12.1% | 0.03% | +24.0% |
| Q3 2018 | $201,000 | +2.6% | 9,695 | +2.6% | 0.02% | -3.8% |
| Q2 2018 | $196,000 | – | 9,450 | – | 0.03% | – |
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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% |