INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,973,000 | +3.4% | 235,678 | +3.4% | 0.01% | -7.1% |
| Q2 2021 | $4,808,000 | +0.6% | 227,843 | +0.8% | 0.01% | -6.7% |
| Q1 2021 | $4,777,000 | -34.7% | 226,113 | -34.5% | 0.02% | -50.0% |
| Q4 2020 | $7,312,000 | +100.9% | 345,027 | +101.8% | 0.03% | +66.7% |
| Q3 2020 | $3,640,000 | +12.4% | 170,952 | +12.9% | 0.02% | 0.0% |
| Q2 2020 | $3,239,000 | +3.8% | 151,472 | +2.1% | 0.02% | -10.0% |
| Q1 2020 | $3,120,000 | +14.7% | 148,415 | +15.9% | 0.02% | +25.0% |
| Q4 2019 | $2,720,000 | +5.5% | 128,027 | +5.6% | 0.02% | +14.3% |
| Q3 2019 | $2,579,000 | +2.1% | 121,284 | +1.8% | 0.01% | -6.7% |
| Q2 2019 | $2,526,000 | +3.2% | 119,109 | +2.4% | 0.02% | -6.2% |
| Q1 2019 | $2,447,000 | +14.6% | 116,268 | +13.1% | 0.02% | 0.0% |
| Q4 2018 | $2,135,000 | +2.7% | 102,827 | +2.8% | 0.02% | +6.7% |
| Q3 2018 | $2,079,000 | -2.4% | 99,978 | -2.5% | 0.02% | -11.8% |
| Q2 2018 | $2,131,000 | – | 102,592 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 326,299 | $6,862,000 | 5.55% |
| Ironwood Financial, llc | 485,019 | $10,200,000 | 5.27% |
| Lenox Wealth Advisors, LLC | 1,289,279 | $27,114,000 | 5.09% |
| First Command Financial Services, Inc. | 473,550 | $9,959,000 | 4.95% |
| First Command Bank | 473,550 | $9,959,000 | 4.95% |
| SNS Financial Group, LLC | 927,517 | $19,506,000 | 4.28% |
| Reitz Capital Advisors LLC | 168,858 | $3,551,000 | 4.11% |
| Mirador Capital Partners LP | 260,409 | $5,476,000 | 2.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 130,304 | $2,740,000 | 2.82% |
| Asset Dedication, LLC | 344,116 | $7,227,000 | 2.52% |