INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 48 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,168,000 | +0.5% | 97,659 | +1.0% | 0.71% | -1.4% |
| Q2 2021 | $2,158,000 | +1.5% | 96,724 | +0.8% | 0.72% | -10.0% |
| Q1 2021 | $2,126,000 | -5.9% | 95,994 | -3.9% | 0.80% | -3.3% |
| Q4 2020 | $2,260,000 | -9.7% | 99,889 | -10.8% | 0.83% | -22.7% |
| Q3 2020 | $2,503,000 | +7.1% | 111,974 | +6.5% | 1.07% | -4.0% |
| Q2 2020 | $2,337,000 | +83.9% | 105,176 | +70.2% | 1.12% | +50.2% |
| Q1 2020 | $1,271,000 | -17.8% | 61,806 | -14.1% | 0.74% | -6.4% |
| Q4 2019 | $1,546,000 | +21.5% | 71,990 | +21.0% | 0.79% | +10.3% |
| Q3 2019 | $1,272,000 | +2.9% | 59,500 | +1.9% | 0.72% | -0.7% |
| Q2 2019 | $1,236,000 | +6.6% | 58,390 | +3.5% | 0.72% | +3.1% |
| Q1 2019 | $1,160,000 | +4.7% | 56,440 | +0.8% | 0.70% | +10.9% |
| Q2 2018 | $1,108,000 | – | 56,010 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |