INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,767,000 | -32.3% | 507,399 | -32.1% | 5.41% | -37.0% |
| Q2 2020 | $15,898,000 | +3.2% | 747,096 | +1.9% | 8.59% | -18.6% |
| Q1 2020 | $15,398,000 | -25.4% | 732,896 | -24.4% | 10.54% | +11.6% |
| Q4 2019 | $20,631,000 | -0.5% | 969,046 | -0.5% | 9.45% | -5.0% |
| Q3 2019 | $20,739,000 | +37.3% | 973,682 | +37.1% | 9.95% | +34.2% |
| Q2 2019 | $15,101,000 | -1.2% | 710,287 | -1.4% | 7.41% | -6.2% |
| Q1 2019 | $15,282,000 | -4.6% | 720,176 | -5.3% | 7.90% | -12.2% |
| Q4 2018 | $16,026,000 | -2.0% | 760,624 | -2.0% | 8.99% | +3.5% |
| Q3 2018 | $16,361,000 | +0.8% | 776,123 | +0.7% | 8.68% | -7.6% |
| Q2 2018 | $16,234,000 | – | 770,857 | – | 9.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 604,923 | $12,861,000 | 9.96% |
| Ironwood Financial, llc | 710,287 | $15,101,000 | 7.41% |
| VALLEY NATIONAL ADVISERS INC | 1,124,010 | $23,896,000 | 6.57% |
| Jackson Financial Management | 417,595 | $8,878,000 | 5.78% |
| Omega Financial Group, LLC | 348,323 | $7,405,000 | 5.47% |
| Asset Dedication, LLC | 695,065 | $14,763,000 | 4.76% |
| First Command Bank | 443,315 | $9,425,000 | 4.76% |
| First Command Financial Services, Inc. | 443,315 | $9,425,000 | 4.76% |
| Fusion Family Wealth LLC | 886,348 | $18,844,000 | 4.69% |
| Denver PWM, LLC | 334,181 | $7,118,000 | 4.54% |