INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,491,000 | -8.0% | 212,929 | -8.0% | 0.03% | -32.6% |
| Q2 2021 | $4,882,000 | +9.2% | 231,355 | +9.3% | 0.04% | 0.0% |
| Q1 2021 | $4,472,000 | -1.1% | 211,658 | -0.8% | 0.04% | -8.5% |
| Q4 2020 | $4,524,000 | +26.2% | 213,278 | +26.8% | 0.05% | 0.0% |
| Q3 2020 | $3,586,000 | +51.2% | 168,187 | +51.6% | 0.05% | +42.4% |
| Q2 2020 | $2,371,000 | +29.5% | 110,972 | +27.1% | 0.03% | -2.9% |
| Q1 2020 | $1,831,000 | -8.0% | 87,333 | -6.8% | 0.03% | +9.7% |
| Q4 2019 | $1,991,000 | +1.8% | 93,725 | +1.9% | 0.03% | +3.3% |
| Q3 2019 | $1,955,000 | +2.8% | 91,978 | +2.6% | 0.03% | -11.8% |
| Q2 2019 | $1,901,000 | +2.1% | 89,690 | +1.4% | 0.03% | -8.1% |
| Q1 2019 | $1,861,000 | +39.7% | 88,481 | +37.8% | 0.04% | +37.0% |
| Q3 2018 | $1,332,000 | +110.4% | 64,230 | +110.5% | 0.03% | +170.0% |
| Q2 2018 | $633,000 | – | 30,511 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 326,299 | $6,862,000 | 5.55% |
| Ironwood Financial, llc | 485,019 | $10,200,000 | 5.27% |
| Lenox Wealth Advisors, LLC | 1,289,279 | $27,114,000 | 5.09% |
| First Command Financial Services, Inc. | 473,550 | $9,959,000 | 4.95% |
| First Command Bank | 473,550 | $9,959,000 | 4.95% |
| SNS Financial Group, LLC | 927,517 | $19,506,000 | 4.28% |
| Reitz Capital Advisors LLC | 168,858 | $3,551,000 | 4.11% |
| Mirador Capital Partners LP | 260,409 | $5,476,000 | 2.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 130,304 | $2,740,000 | 2.82% |
| Asset Dedication, LLC | 344,116 | $7,227,000 | 2.52% |