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 | $9,613,000 | -1.5% | 455,808 | -1.4% | 2.61% | -5.4% |
| Q2 2021 | $9,759,000 | -1.7% | 462,510 | -1.6% | 2.76% | -9.0% |
| Q1 2021 | $9,928,000 | +2.9% | 469,861 | +3.3% | 3.03% | -12.5% |
| Q4 2020 | $9,647,000 | +58.9% | 454,833 | +59.8% | 3.46% | +38.4% |
| Q3 2020 | $6,070,000 | +193.2% | 284,709 | +193.9% | 2.50% | +135.1% |
| Q2 2020 | $2,070,000 | +7.9% | 96,865 | +5.9% | 1.06% | -51.7% |
| Q1 2020 | $1,919,000 | +371.5% | 91,492 | +377.9% | 2.20% | +935.2% |
| Q4 2019 | $407,000 | +15.3% | 19,145 | +15.4% | 0.21% | +7.6% |
| Q3 2019 | $353,000 | – | 16,585 | – | 0.20% | – |
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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% |