INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 153 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,028,000 | -11.7% | 143,648 | -11.7% | 1.35% | -20.0% |
| Q2 2019 | $3,431,000 | -5.6% | 162,707 | -5.7% | 1.69% | -14.3% |
| Q1 2019 | $3,635,000 | -0.4% | 172,510 | -0.5% | 1.97% | -12.6% |
| Q4 2018 | $3,651,000 | +0.3% | 173,378 | +0.4% | 2.26% | +26.7% |
| Q3 2018 | $3,640,000 | +6.2% | 172,688 | +5.8% | 1.78% | -4.6% |
| Q2 2018 | $3,428,000 | – | 163,263 | – | 1.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 928,647 | $19,576,000 | 14.81% |
| Asset Dedication, LLC | 724,557 | $15,270,000 | 5.08% |
| Lantz Financial LLC | 216,655 | $4,569,000 | 3.08% |
| Paulson Wealth Management Inc. | 160,408 | $3,381,000 | 2.55% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 285,850 | $6,026,000 | 2.49% |
| Brookstone Capital Management | 2,095,711 | $44,178,000 | 2.40% |
| VALLEY NATIONAL ADVISERS INC | 389,384 | $8,208,000 | 2.25% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 542,723 | $11,441,000 | 2.10% |
| FCA CORP /TX | 237,676 | $5,010,000 | 1.87% |
| BENEDICT FINANCIAL ADVISORS INC | 197,489 | $4,163,000 | 1.71% |