INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $10,000 | -56.5% | 515 | -52.8% | 0.00% | -50.0% |
Q2 2019 | $23,000 | -37.8% | 1,092 | -38.2% | 0.00% | -33.3% |
Q1 2019 | $37,000 | +48.0% | 1,767 | +48.5% | 0.00% | 0.0% |
Q4 2018 | $25,000 | 0.0% | 1,190 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $25,000 | +4.2% | 1,190 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $24,000 | – | 1,190 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Family Wealth Counselors, L.L.C. | 908,641 | $19,145,000 | 15.48% |
NorthRock Partners, LLC | 1,514,613 | $31,922,000 | 8.41% |
VALLEY NATIONAL ADVISERS INC | 1,344,297 | $28,324,000 | 8.11% |
Leicht Financial Planning & Wealth Management, Inc. | 287,979 | $6,068,000 | 6.25% |
First Command Bank | 371,121 | $7,820,000 | 3.89% |
First Command Financial Services, Inc. | 371,121 | $7,820,000 | 3.89% |
Asset Dedication, LLC | 457,610 | $9,640,000 | 3.36% |
Lantz Financial LLC | 183,830 | $3,873,000 | 2.81% |
ADVISORS MANAGEMENT GROUP INC /ADV | 288,128 | $6,071,000 | 2.71% |
HENGEHOLD CAPITAL MANAGEMENT LLC | 540,774 | $11,394,000 | 2.68% |