INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 222 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,911,000 | -2.5% | 133,760 | -7.1% | 0.54% | -17.0% |
| Q1 2020 | $2,985,000 | -3.4% | 144,025 | -0.6% | 0.65% | +20.3% |
| Q4 2019 | $3,089,000 | +3.2% | 144,950 | +3.1% | 0.54% | -5.9% |
| Q3 2019 | $2,994,000 | -0.9% | 140,640 | -1.5% | 0.58% | -6.8% |
| Q2 2019 | $3,022,000 | -1.4% | 142,845 | -3.0% | 0.62% | -4.0% |
| Q1 2019 | $3,064,000 | +4.2% | 147,290 | +1.0% | 0.64% | -11.3% |
| Q4 2018 | $2,941,000 | -7.7% | 145,790 | -7.5% | 0.73% | +3.1% |
| Q3 2018 | $3,188,000 | – | 157,690 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |