INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 233 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $626,000 | -24.7% | 29,478 | -24.5% | 0.03% | -33.3% |
| Q2 2020 | $831,000 | -67.3% | 39,049 | -67.7% | 0.05% | -72.9% |
| Q1 2020 | $2,543,000 | -14.7% | 121,016 | -13.6% | 0.18% | +2.9% |
| Q4 2019 | $2,981,000 | -19.8% | 139,997 | -19.8% | 0.17% | -27.4% |
| Q3 2019 | $3,718,000 | +0.6% | 174,561 | +0.4% | 0.24% | -1.2% |
| Q2 2019 | $3,697,000 | -6.5% | 173,893 | -6.6% | 0.24% | -11.4% |
| Q1 2019 | $3,952,000 | -8.7% | 186,250 | -9.3% | 0.27% | -32.6% |
| Q4 2018 | $4,328,000 | +32.4% | 205,409 | +32.2% | 0.40% | +50.0% |
| Q3 2018 | $3,269,000 | -31.0% | 155,390 | -30.9% | 0.27% | -25.6% |
| Q2 2018 | $4,735,000 | – | 224,840 | – | 0.36% | – |
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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% |