INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. 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. | 908,641 | $19,145,000 | 15.48% |
| NorthRock Partners, LLC | 1,514,613 | $31,922,000 | 8.41% |
| VALLEY NATIONAL ADVISERS INC | 1,344,297 | $28,324,000 | 8.11% |
| Leicht Financial Planning & Wealth Management, Inc. | 287,979 | $6,068,000 | 6.25% |
| First Command Bank | 371,121 | $7,820,000 | 3.89% |
| First Command Financial Services, Inc. | 371,121 | $7,820,000 | 3.89% |
| Asset Dedication, LLC | 457,610 | $9,640,000 | 3.36% |
| Lantz Financial LLC | 183,830 | $3,873,000 | 2.81% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 288,128 | $6,071,000 | 2.71% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 540,774 | $11,394,000 | 2.68% |