INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 222 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $497,609 | -2.4% | 23,450 | -2.1% | 0.10% | -11.4% |
| Q2 2020 | $509,656 | -15.6% | 23,950 | -16.7% | 0.11% | -26.9% |
| Q1 2020 | $603,827 | -77.0% | 28,740 | -76.7% | 0.16% | -72.2% |
| Q4 2019 | $2,629,805 | -4.2% | 123,523 | -4.2% | 0.56% | -11.2% |
| Q3 2019 | $2,746,060 | +69.6% | 128,923 | +69.3% | 0.63% | +63.7% |
| Q2 2019 | $1,618,779 | +14.7% | 76,142 | +14.4% | 0.39% | +9.7% |
| Q1 2019 | $1,411,894 | +19.2% | 66,536 | +18.4% | 0.35% | +4.5% |
| Q4 2018 | $1,184,029 | +4.9% | 56,195 | +5.0% | 0.34% | +30.6% |
| Q3 2018 | $1,128,476 | +40.4% | 53,533 | +40.2% | 0.26% | +30.3% |
| Q2 2018 | $804,008 | +3.5% | 38,177 | +3.5% | 0.20% | -2.5% |
| Q1 2018 | $776,840 | +90.7% | 36,887 | +92.8% | 0.20% | +88.0% |
| Q4 2017 | $407,427 | +157.5% | 19,137 | +160.2% | 0.11% | +134.8% |
| Q3 2017 | $158,206 | – | 7,355 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 1,936,869 | $41,236,000 | 20.66% |
| Strategic Family Wealth Counselors, L.L.C. | 705,775 | $15,026,000 | 12.14% |
| Ironwood Financial, llc | 969,046 | $20,631,000 | 9.45% |
| BCS Wealth Management | 492,320 | $10,481,000 | 6.98% |
| Omega Financial Group, LLC | 396,123 | $8,418,000 | 5.53% |
| Asset Dedication, LLC | 880,071 | $18,739,000 | 5.30% |
| Jackson Financial Management | 439,402 | $9,355,000 | 4.83% |
| Fusion Family Wealth LLC | 939,085 | $19,993,000 | 4.60% |
| S.E.E.D. Planning Group LLC | 237,811 | $5,063,000 | 4.40% |
| Denver PWM, LLC | 352,022 | $7,493,000 | 4.33% |