UNITED CAPITAL FINANCIAL ADVISORS, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 277 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2021$3,010,000
-7.8%
142,715
-7.8%
0.02%
-6.2%
Q2 2021$3,265,000
-15.4%
154,750
-15.2%
0.02%
-23.8%
Q1 2021$3,858,000
-22.2%
182,581
-21.9%
0.02%
-30.0%
Q4 2020$4,957,000
-8.3%
233,692
-7.9%
0.03%
-14.3%
Q3 2020$5,408,000
-9.1%
253,658
-8.9%
0.04%
-18.6%
Q2 2020$5,949,000
+53.6%
278,361
+50.7%
0.04%
+34.4%
Q1 2020$3,873,000
-0.7%
184,680
+0.5%
0.03%
+28.0%
Q4 2019$3,902,000
+2.1%
183,728
+2.2%
0.02%
-7.4%
Q3 2019$3,822,000
+10.9%
179,767
+10.5%
0.03%
+17.4%
Q2 2019$3,447,000
+27.4%
162,657
+26.4%
0.02%
+21.1%
Q1 2019$2,706,000
+12.0%
128,689
+10.5%
0.02%0.0%
Q4 2018$2,416,000
-5.6%
116,414
-5.6%
0.02%
+5.6%
Q3 2018$2,559,000
+5.8%
123,382
+5.9%
0.02%0.0%
Q2 2018$2,419,000116,5500.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2021
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 326,299$6,862,0005.55%
Ironwood Financial, llc 485,019$10,200,0005.27%
Lenox Wealth Advisors, LLC 1,289,279$27,114,0005.09%
First Command Financial Services, Inc. 473,550$9,959,0004.95%
First Command Bank 473,550$9,959,0004.95%
SNS Financial Group, LLC 927,517$19,506,0004.28%
Reitz Capital Advisors LLC 168,858$3,551,0004.11%
Mirador Capital Partners LP 260,409$5,476,0002.97%
Leicht Financial Planning & Wealth Management, Inc. 130,304$2,740,0002.82%
Asset Dedication, LLC 344,116$7,227,0002.52%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders