INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $50,000 | -10.7% | 2,329 | -11.0% | 0.00% | -25.0% |
| Q2 2020 | $56,000 | -20.0% | 2,618 | -23.0% | 0.00% | -42.9% |
| Q1 2020 | $70,000 | -16.7% | 3,398 | -13.6% | 0.01% | +16.7% |
| Q4 2019 | $84,000 | -84.5% | 3,934 | -84.5% | 0.01% | -83.3% |
| Q3 2019 | $541,000 | -15.2% | 25,399 | -15.4% | 0.04% | -58.6% |
| Q1 2019 | $638,000 | +34.3% | 30,027 | +33.1% | 0.09% | +200.0% |
| Q4 2018 | $475,000 | -68.6% | 22,558 | -68.6% | 0.03% | -53.2% |
| Q3 2018 | $1,515,000 | -5.7% | 71,855 | -5.9% | 0.06% | -8.8% |
| Q2 2018 | $1,607,000 | +151.9% | 76,326 | +154.2% | 0.07% | -21.8% |
| Q1 2016 | $638,000 | – | 30,027 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 885,997 | $18,615,000 | 13.91% |
| Ironwood Financial, llc | 732,896 | $15,398,000 | 10.54% |
| BCS Wealth Management | 524,890 | $11,028,000 | 7.73% |
| Aptus Capital Advisors, LLC | 2,951,346 | $62,007,000 | 5.36% |
| Fusion Family Wealth LLC | 868,429 | $18,246,000 | 4.89% |
| Asset Dedication, LLC | 589,888 | $12,403,000 | 3.69% |
| Brookstone Capital Management | 3,038,627 | $63,842,000 | 3.67% |
| SENTINEL PENSION ADVISORS INC | 357,834 | $7,518,000 | 3.66% |
| Advisors Preferred, LLC | 300,090 | $5,663,000 | 3.48% |
| SNS Financial Group, LLC | 796,614 | $16,737,000 | 3.20% |