INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 256 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,200,000 | +0.6% | 56,918 | +0.7% | 0.03% | -6.2% |
| Q2 2021 | $1,193,000 | +1.1% | 56,550 | +1.3% | 0.03% | -8.6% |
| Q1 2021 | $1,180,000 | +9.2% | 55,821 | +9.5% | 0.04% | 0.0% |
| Q4 2020 | $1,081,000 | +9.4% | 50,980 | +10.0% | 0.04% | +2.9% |
| Q3 2020 | $988,000 | +29.2% | 46,333 | +29.5% | 0.03% | +13.3% |
| Q2 2020 | $765,000 | +3.2% | 35,780 | +1.2% | 0.03% | -16.7% |
| Q1 2020 | $741,000 | +11.1% | 35,351 | +12.5% | 0.04% | +33.3% |
| Q4 2019 | $667,000 | +14.2% | 31,421 | +14.3% | 0.03% | +3.8% |
| Q3 2019 | $584,000 | +17.0% | 27,481 | +16.7% | 0.03% | -16.1% |
| Q2 2019 | $499,000 | +6.4% | 23,555 | +5.6% | 0.03% | +3.3% |
| Q1 2019 | $469,000 | +57.4% | 22,300 | +55.2% | 0.03% | +57.9% |
| Q4 2018 | $298,000 | +1.0% | 14,370 | +1.1% | 0.02% | -17.4% |
| Q3 2018 | $295,000 | +19.4% | 14,212 | +19.5% | 0.02% | 0.0% |
| Q2 2018 | $247,000 | – | 11,897 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 947,792 | $20,027,000 | 12.84% |
| Blossom Wealth Management | 28,886 | $610,000 | 7.09% |
| BCS Wealth Management | 567,787 | $11,997,000 | 5.69% |
| TLWM | 702,066 | $14,838,000 | 5.63% |
| Strategic Family Wealth Counselors, L.L.C. | 689,310 | $14,565,000 | 5.49% |
| Goepper Burkhardt LLC | 274,405 | $5,798,000 | 3.94% |
| 4Thought Financial Group Inc. | 180,923 | $3,823,000 | 3.69% |
| SENTINEL PENSION ADVISORS INC | 408,888 | $8,849,000 | 3.25% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 477,130 | $10,082,000 | 3.17% |
| Asset Dedication, LLC | 649,710 | $13,739,000 | 3.10% |