INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 233 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,439,000 | -13.8% | 67,804 | -13.6% | 0.48% | -20.2% |
| Q2 2020 | $1,670,000 | -72.5% | 78,459 | -72.9% | 0.60% | -77.4% |
| Q1 2020 | $6,076,000 | -6.7% | 289,219 | -5.4% | 2.67% | +10.6% |
| Q4 2019 | $6,512,000 | -0.1% | 305,887 | -0.0% | 2.42% | -1.8% |
| Q3 2019 | $6,517,000 | +3.1% | 305,973 | +2.9% | 2.46% | +4.1% |
| Q2 2019 | $6,320,000 | +2.4% | 297,289 | +2.2% | 2.36% | -1.3% |
| Q1 2019 | $6,171,000 | +1.2% | 290,795 | +0.5% | 2.40% | -15.8% |
| Q4 2018 | $6,096,000 | -6.5% | 289,323 | -6.4% | 2.84% | +11.6% |
| Q3 2018 | $6,517,000 | +6.6% | 309,141 | +6.5% | 2.55% | +0.1% |
| Q2 2018 | $6,111,000 | – | 290,158 | – | 2.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 1,044,851 | $22,234,000 | 16.48% |
| Strategic Family Wealth Counselors, L.L.C. | 1,074,819 | $22,872,000 | 14.40% |
| Ironwood Financial, llc | 747,096 | $15,898,000 | 8.59% |
| BCS Wealth Management | 514,774 | $10,954,000 | 6.56% |
| Mirador Capital Partners LP | 509,336 | $10,839,000 | 4.05% |
| Asset Dedication, LLC | 634,819 | $13,508,000 | 3.68% |
| SENTINEL PENSION ADVISORS INC. | 379,168 | $8,069,000 | 3.37% |
| Brookstone Capital Management | 2,354,758 | $50,109,000 | 3.12% |
| First Fiduciary Investment Counsel, Inc. | 81,750 | $17,396,000 | 3.05% |
| Aptus Capital Advisors, LLC | 2,017,420 | $42,931,000 | 2.70% |