Homrich & Berg - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2020$6,847,000
-0.3%
322,651
+0.0%
0.24%
-14.9%
Q2 2020$6,865,000
+1.4%
322,620
+0.2%
0.28%
-27.9%
Q1 2020$6,767,000
-0.9%
322,106
+0.5%
0.38%
+20.8%
Q4 2019$6,827,000
+5.3%
320,651
+5.3%
0.32%
-5.1%
Q3 2019$6,486,000
+6.2%
304,505
+6.0%
0.33%
+3.4%
Q2 2019$6,107,000
+2487.7%
287,231
+2487.4%
0.32%
+2591.7%
Q1 2019$236,00011,1010.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 604,923$12,861,0009.96%
Ironwood Financial, llc 710,287$15,101,0007.41%
VALLEY NATIONAL ADVISERS INC 1,124,010$23,896,0006.57%
Jackson Financial Management 417,595$8,878,0005.78%
Omega Financial Group, LLC 348,323$7,405,0005.47%
Asset Dedication, LLC 695,065$14,763,0004.76%
First Command Bank 443,315$9,425,0004.76%
First Command Financial Services, Inc. 443,315$9,425,0004.76%
Fusion Family Wealth LLC 886,348$18,844,0004.69%
Denver PWM, LLC 334,181$7,118,0004.54%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders