INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 2 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $326,000 | -13.1% | 15,454 | -13.8% | 0.02% | -56.9% |
| Q1 2019 | $375,000 | +41.5% | 17,920 | +42.2% | 0.05% | +218.8% |
| Q4 2018 | $265,000 | -59.2% | 12,603 | -59.1% | 0.02% | -38.5% |
| Q3 2018 | $650,000 | -11.4% | 30,828 | -11.8% | 0.03% | -16.1% |
| Q2 2018 | $734,000 | +95.7% | 34,970 | +95.1% | 0.03% | -39.2% |
| Q1 2016 | $375,000 | – | 17,920 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 931,283 | $19,641,000 | 15.21% |
| Asset Dedication, LLC | 669,314 | $14,112,000 | 4.55% |
| Lantz Financial LLC | 200,305 | $4,224,000 | 2.86% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 287,761 | $6,069,000 | 2.65% |
| Paulson Wealth Management Inc. | 162,795 | $3,432,000 | 2.56% |
| VALLEY NATIONAL ADVISERS INC | 397,337 | $8,380,000 | 2.30% |
| Leicht Financial Planning & Wealth Management, Inc. | 109,311 | $2,305,000 | 2.26% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 545,888 | $11,513,000 | 2.21% |
| Marietta Wealth Management, LLC | 267,467 | $5,641,000 | 2.20% |
| Brookstone Capital Management | 1,686,972 | $35,578,000 | 2.06% |