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 | $32,749,000 | -18.2% | 1,552,860 | -18.1% | 0.46% | -17.8% |
| Q2 2021 | $40,027,000 | -15.9% | 1,896,995 | -15.7% | 0.56% | -32.1% |
| Q1 2021 | $47,567,000 | +3.6% | 2,251,143 | +4.0% | 0.82% | -14.3% |
| Q4 2020 | $45,906,000 | -10.4% | 2,164,361 | -9.9% | 0.96% | -27.1% |
| Q3 2020 | $51,239,000 | +88.8% | 2,403,327 | +89.3% | 1.31% | +60.0% |
| Q2 2020 | $27,134,000 | +270.4% | 1,269,718 | +263.4% | 0.82% | +163.7% |
| Q1 2020 | $7,326,000 | +1.5% | 349,361 | +2.8% | 0.31% | +8.4% |
| Q4 2019 | $7,216,000 | +32.8% | 339,747 | +33.0% | 0.29% | +4.4% |
| Q3 2019 | $5,432,000 | +1001.8% | 255,506 | +996.6% | 0.28% | +882.1% |
| Q2 2019 | $493,000 | +0.8% | 23,300 | 0.0% | 0.03% | -12.5% |
| Q1 2019 | $489,000 | – | 23,300 | – | 0.03% | – |
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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% |