INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 263 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,780,000 | -4.2% | 130,105 | -6.0% | 0.52% | -18.3% |
| Q1 2020 | $2,902,000 | -2.1% | 138,390 | -0.9% | 0.63% | +21.7% |
| Q4 2019 | $2,965,000 | +2.6% | 139,610 | +2.7% | 0.52% | -6.5% |
| Q3 2019 | $2,890,000 | +0.3% | 135,930 | -0.0% | 0.56% | -5.6% |
| Q2 2019 | $2,881,000 | -2.5% | 135,980 | -3.2% | 0.59% | -5.2% |
| Q1 2019 | $2,954,000 | +1.9% | 140,450 | +0.6% | 0.62% | -13.1% |
| Q4 2018 | $2,898,000 | -7.3% | 139,660 | -7.4% | 0.72% | +3.5% |
| Q3 2018 | $3,127,000 | – | 150,760 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 947,792 | $20,027,000 | 12.84% |
| Blossom Wealth Management | 28,886 | $610,000 | 7.09% |
| BCS Wealth Management | 567,787 | $11,997,000 | 5.69% |
| TLWM | 702,066 | $14,838,000 | 5.63% |
| Strategic Family Wealth Counselors, L.L.C. | 689,310 | $14,565,000 | 5.49% |
| Goepper Burkhardt LLC | 274,405 | $5,798,000 | 3.94% |
| 4Thought Financial Group Inc. | 180,923 | $3,823,000 | 3.69% |
| SENTINEL PENSION ADVISORS INC | 408,888 | $8,849,000 | 3.25% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 477,130 | $10,082,000 | 3.17% |
| Asset Dedication, LLC | 649,710 | $13,739,000 | 3.10% |