INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 256 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $212,000 | -44.4% | 10,050 | -43.4% | 0.17% | -40.0% |
| Q4 2021 | $381,000 | -68.8% | 17,750 | -68.4% | 0.28% | -75.8% |
| Q3 2021 | $1,222,000 | 0.0% | 56,225 | 0.0% | 1.18% | +24.9% |
| Q2 2021 | $1,222,000 | -3.7% | 56,225 | -3.5% | 0.94% | +3.7% |
| Q1 2021 | $1,269,000 | – | 58,275 | – | 0.91% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |