INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 250 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. 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 ↓ |
|---|---|---|---|
| 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% |