INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 250 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $393,000 | -0.3% | 18,500 | 0.0% | 0.02% | -18.2% |
| Q2 2020 | $394,000 | +286.3% | 18,500 | +280.8% | 0.02% | +214.3% |
| Q1 2020 | $102,000 | -49.5% | 4,858 | -48.8% | 0.01% | -36.4% |
| Q4 2019 | $202,000 | -1.0% | 9,488 | -0.9% | 0.01% | -8.3% |
| Q3 2019 | $204,000 | 0.0% | 9,578 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $204,000 | +21.4% | 9,578 | +21.1% | 0.01% | +8.3% |
| Q1 2019 | $168,000 | +86.7% | 7,912 | +84.1% | 0.01% | +50.0% |
| Q4 2018 | $90,000 | +34.3% | 4,298 | +34.1% | 0.01% | +60.0% |
| Q3 2018 | $67,000 | 0.0% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $67,000 | – | 3,205 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 1,936,869 | $41,236,000 | 20.66% |
| Strategic Family Wealth Counselors, L.L.C. | 705,775 | $15,026,000 | 12.14% |
| Ironwood Financial, llc | 969,046 | $20,631,000 | 9.45% |
| BCS Wealth Management | 492,320 | $10,481,000 | 6.98% |
| Omega Financial Group, LLC | 396,123 | $8,418,000 | 5.53% |
| Asset Dedication, LLC | 880,071 | $18,739,000 | 5.30% |
| Jackson Financial Management | 439,402 | $9,355,000 | 4.83% |
| Fusion Family Wealth LLC | 939,085 | $19,993,000 | 4.60% |
| S.E.E.D. Planning Group LLC | 237,811 | $5,063,000 | 4.40% |
| Denver PWM, LLC | 352,022 | $7,493,000 | 4.33% |