INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 171 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $17,422,000 | +29.0% | 821,065 | +29.3% | 3.84% | +4.4% |
| Q2 2020 | $13,508,000 | +8.9% | 634,819 | +7.6% | 3.68% | -0.3% |
| Q1 2020 | $12,403,000 | -33.8% | 589,888 | -33.0% | 3.69% | -30.3% |
| Q4 2019 | $18,739,000 | +18.4% | 880,071 | +18.4% | 5.30% | +0.6% |
| Q3 2019 | $15,830,000 | +7.2% | 743,560 | +7.0% | 5.26% | +10.5% |
| Q2 2019 | $14,763,000 | +45.8% | 695,065 | +45.6% | 4.76% | +35.2% |
| Q1 2019 | $10,127,000 | +30.1% | 477,460 | +29.1% | 3.52% | +10.3% |
| Q4 2018 | $7,784,000 | +16.3% | 369,723 | +16.3% | 3.20% | +27.0% |
| Q3 2018 | $6,692,000 | -7.6% | 317,860 | -7.7% | 2.52% | +1.7% |
| Q2 2018 | $7,243,000 | – | 344,504 | – | 2.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 1,044,851 | $22,234,000 | 16.48% |
| Strategic Family Wealth Counselors, L.L.C. | 1,074,819 | $22,872,000 | 14.40% |
| Ironwood Financial, llc | 747,096 | $15,898,000 | 8.59% |
| BCS Wealth Management | 514,774 | $10,954,000 | 6.56% |
| Mirador Capital Partners LP | 509,336 | $10,839,000 | 4.05% |
| Asset Dedication, LLC | 634,819 | $13,508,000 | 3.68% |
| SENTINEL PENSION ADVISORS INC. | 379,168 | $8,069,000 | 3.37% |
| Brookstone Capital Management | 2,354,758 | $50,109,000 | 3.12% |
| First Fiduciary Investment Counsel, Inc. | 81,750 | $17,396,000 | 3.05% |
| Aptus Capital Advisors, LLC | 2,017,420 | $42,931,000 | 2.70% |