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 | $386,000 | +71.6% | 18,279 | +71.6% | 0.01% | +60.0% |
| Q2 2021 | $225,000 | -34.6% | 10,650 | -34.6% | 0.01% | -44.4% |
| Q1 2021 | $344,000 | -18.1% | 16,282 | -17.7% | 0.01% | -30.8% |
| Q4 2020 | $420,000 | -0.2% | 19,791 | +0.2% | 0.01% | -18.8% |
| Q3 2020 | $421,000 | -0.9% | 19,742 | -0.8% | 0.02% | -11.1% |
| Q2 2020 | $425,000 | -38.6% | 19,909 | -39.7% | 0.02% | -51.4% |
| Q1 2020 | $692,000 | +32.3% | 33,019 | +35.0% | 0.04% | +68.2% |
| Q4 2019 | $523,000 | +3.2% | 24,465 | +3.2% | 0.02% | 0.0% |
| Q3 2019 | $507,000 | -5.9% | 23,698 | -6.2% | 0.02% | -8.3% |
| Q2 2019 | $539,000 | -47.2% | 25,254 | -47.9% | 0.02% | -52.9% |
| Q1 2019 | $1,021,000 | +3.0% | 48,482 | +2.0% | 0.05% | -12.1% |
| Q4 2018 | $991,000 | -4.2% | 47,542 | -4.2% | 0.06% | +13.7% |
| Q3 2018 | $1,034,000 | +56.7% | 49,606 | +56.7% | 0.05% | +34.2% |
| Q2 2018 | $660,000 | – | 31,663 | – | 0.04% | – |
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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% |