INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,625,000 | -0.1% | 77,069 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,626,000 | -1.5% | 77,069 | -1.3% | 0.00% | -50.0% |
| Q1 2021 | $1,650,000 | -2.8% | 78,069 | -2.4% | 0.00% | 0.0% |
| Q4 2020 | $1,697,000 | +287.4% | 80,019 | +290.0% | 0.00% | +100.0% |
| Q3 2020 | $438,000 | 0.0% | 20,518 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $438,000 | +10.6% | 20,518 | +8.7% | 0.00% | 0.0% |
| Q1 2020 | $396,000 | -24.6% | 18,878 | -23.5% | 0.00% | 0.0% |
| Q4 2019 | $525,000 | +70.5% | 24,678 | +70.5% | 0.00% | – |
| Q3 2019 | $308,000 | +0.3% | 14,478 | 0.0% | 0.00% | – |
| Q2 2019 | $307,000 | +1.0% | 14,478 | 0.0% | 0.00% | – |
| Q1 2019 | $304,000 | +1.3% | 14,478 | 0.0% | 0.00% | – |
| Q4 2018 | $300,000 | – | 14,478 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |