INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 222 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $323,000 | -27.6% | 15,476 | -27.4% | 0.04% | -23.4% |
| Q2 2022 | $446,000 | -56.9% | 21,308 | -56.6% | 0.05% | -48.4% |
| Q1 2022 | $1,036,000 | -62.2% | 49,110 | -61.5% | 0.09% | -58.1% |
| Q4 2021 | $2,741,000 | -43.4% | 127,718 | -42.9% | 0.22% | -48.1% |
| Q3 2021 | $4,845,000 | -61.1% | 223,560 | -61.0% | 0.42% | -60.6% |
| Q2 2021 | $12,462,000 | -13.8% | 573,491 | -13.6% | 1.06% | -15.2% |
| Q1 2021 | $14,457,000 | +19.3% | 663,770 | +20.0% | 1.25% | +8.6% |
| Q4 2020 | $12,115,000 | +30.1% | 553,204 | +29.4% | 1.15% | +14.0% |
| Q3 2020 | $9,315,000 | – | 427,471 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |