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 ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 4,472,840 | $94,958,409 | 33.22% |
| Waycross Investment Management Co | 725,081 | $15,393,462 | 17.71% |
| Kaye Capital Management | 512,124 | $10,872,382 | 4.98% |
| Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10,037,114 | 4.82% |
| Virginia National Bank | 47,364 | $1,005,537 | 4.59% |
| Blue Barn Wealth, LLC | 325,037 | $6,900,529 | 4.53% |
| Sound Stewardship, LLC | 312,272 | $6,629,527 | 4.45% |
| TLWM | 739,135 | $15,691,794 | 4.16% |
| S.E.E.D. Planning Group LLC | 485,047 | $10,297,548 | 3.97% |
| KIRR MARBACH & CO LLC /IN/ | 628,784 | $13,349,085 | 3.79% |