Klingman & Associates, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2020$320,000
+1.9%
14,9910.0%0.05%
-23.4%
Q1 2020$314,000
+4.3%
14,991
+5.6%
0.06%
+30.6%
Q4 2019$301,000
-0.3%
14,1910.0%0.05%
-9.3%
Q3 2019$302,000
+6.0%
14,191
+5.6%
0.05%
+1.9%
Q2 2019$285,000
+0.7%
13,4410.0%0.05%
-3.6%
Q1 2019$283,000
+1.4%
13,4410.0%0.06%
-12.7%
Q4 2018$279,000
+12.0%
13,441
+12.1%
0.06%
+23.5%
Q3 2018$249,0000.0%11,9910.0%0.05%
-5.6%
Q2 2018$249,00011,9910.05%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Ironwood Financial, llc 1,404,528$29,790,00011.15%
Ironwood Wealth Management, LLC. 691,080$14,658,0009.11%
Blossom Wealth Management 16,700$354,0007.92%
Strategic Family Wealth Counselors, L.L.C. 649,474$13,775,0007.10%
BCS Wealth Management 550,360$11,673,0006.06%
TLWM 623,629$13,227,0005.29%
S.E.E.D. Planning Group LLC 369,839$7,844,0004.71%
DWM Financial Group, Inc. 157,020$3,330,0004.53%
Omega Financial Group, LLC 374,819$7,950,0004.30%
ADVISORS MANAGEMENT GROUP INC /ADV 494,187$10,482,0004.28%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders