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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 166 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q1 2023$317,465
+18.9%
15,060
+18.4%
0.00%
+100.0%
Q4 2022$266,929
-31.6%
12,723
-32.0%
0.00%
-50.0%
Q3 2022$390,000
-3.5%
18,698
-3.0%
0.00%0.0%
Q2 2022$404,000
-46.8%
19,275
-46.4%
0.00%
-50.0%
Q1 2022$759,000
-8.1%
35,975
-6.5%
0.00%0.0%
Q4 2021$826,000
-14.8%
38,475
-14.0%
0.00%
-20.0%
Q3 2021$969,000
-4.1%
44,725
-3.8%
0.01%0.0%
Q2 2021$1,010,000
+0.7%
46,477
+0.9%
0.01%
-16.7%
Q1 2021$1,003,000
-13.9%
46,077
-13.4%
0.01%
-14.3%
Q4 2020$1,165,000
+166.6%
53,190
+165.2%
0.01%
+133.3%
Q3 2020$437,000
+6.3%
20,060
+6.1%
0.00%0.0%
Q2 2020$411,000
-18.8%
18,910
-22.5%
0.00%
-25.0%
Q1 2020$506,000
-6.5%
24,410
-3.9%
0.00%
+33.3%
Q4 2019$541,000
-5.4%
25,404
-5.4%
0.00%
-25.0%
Q3 2019$572,000
+4.6%
26,860
+3.8%
0.00%0.0%
Q2 2019$547,000
+13.5%
25,868
+11.7%
0.00%
+33.3%
Q1 2019$482,000
-3.0%
23,150
-6.1%
0.00%
-25.0%
Q4 2018$497,000
-7.1%
24,650
-6.8%
0.00%0.0%
Q3 2018$535,000
+0.2%
26,4500.0%0.00%0.0%
Q2 2018$534,00026,4500.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2019
NameSharesValueWeighting ↓
Joule Financial, LLC 439,345$9,169,0006.88%
Virginia National Bank 91,238$1,904,0006.08%
Blossom Wealth Management 44,692$933,0005.25%
IMA Wealth, Inc. 886,497$18,501,0004.97%
Strategic Family Wealth Counselors, L.L.C. 463,043$9,664,0004.74%
Goepper Burkhardt LLC 297,186$6,202,0004.61%
Mirador Capital Partners LP 907,237$18,934,0004.57%
SENTINEL PENSION ADVISORS INC 586,255$12,235,0004.27%
Aspen Investment Management Inc 303,725$6,339,0004.23%
Asset Dedication, LLC 1,765,632$36,824,0004.04%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders