INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $501,000 | -16.2% | 23,744 | -16.2% | 0.05% | -16.9% |
| Q2 2021 | $598,000 | -0.3% | 28,351 | -0.2% | 0.06% | -18.1% |
| Q1 2021 | $600,000 | +14.3% | 28,398 | +14.7% | 0.07% | -6.5% |
| Q4 2020 | $525,000 | +7.6% | 24,768 | +8.1% | 0.08% | -12.5% |
| Q3 2020 | $488,000 | +21.1% | 22,904 | +21.4% | 0.09% | +2.3% |
| Q2 2020 | $403,000 | +21.0% | 18,860 | +18.6% | 0.09% | -6.5% |
| Q1 2020 | $333,000 | +17.7% | 15,900 | +19.1% | 0.09% | +16.5% |
| Q4 2019 | $283,000 | +236.9% | 13,346 | +238.7% | 0.08% | +172.4% |
| Q3 2019 | $84,000 | +71.4% | 3,940 | +69.5% | 0.03% | +52.6% |
| Q2 2019 | $49,000 | +308.3% | 2,324 | +324.9% | 0.02% | +216.7% |
| Q1 2019 | $12,000 | +50.0% | 547 | +37.1% | 0.01% | +50.0% |
| Q4 2018 | $8,000 | – | 399 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |