INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $11,191,000 | -52.7% | 530,640 | -52.6% | 1.36% | -9.0% |
| Q2 2021 | $23,653,000 | +98.3% | 1,120,177 | +98.5% | 1.50% | -5.3% |
| Q1 2021 | $11,925,000 | +6.2% | 564,369 | +6.6% | 1.58% | -7.2% |
| Q4 2020 | $11,229,000 | +3.8% | 529,399 | +4.3% | 1.70% | -12.4% |
| Q3 2020 | $10,820,000 | +11.1% | 507,527 | +11.4% | 1.94% | +7.5% |
| Q2 2020 | $9,736,000 | +4.3% | 455,606 | +2.3% | 1.80% | -8.5% |
| Q1 2020 | $9,339,000 | +9.5% | 445,349 | +11.0% | 1.97% | +41.7% |
| Q4 2019 | $8,525,000 | +10.1% | 401,386 | +10.2% | 1.39% | +4.3% |
| Q3 2019 | $7,741,000 | +8.1% | 364,110 | +7.8% | 1.34% | +5.0% |
| Q2 2019 | $7,160,000 | +11.5% | 337,912 | +10.6% | 1.27% | +6.5% |
| Q1 2019 | $6,423,000 | – | 305,430 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |