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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2020$5,631,000
+4.3%
258,771
-0.6%
0.86%
-21.8%
Q1 2020$5,398,000
+15.5%
260,438
+18.7%
1.10%
+43.9%
Q4 2019$4,674,000
+15.5%
219,355
+15.4%
0.76%
+5.7%
Q3 2019$4,046,000
+8.0%
190,055
+7.3%
0.72%
+4.0%
Q2 2019$3,746,000
+14.1%
177,055
+12.2%
0.70%
+8.8%
Q1 2019$3,283,000
+15.9%
157,855
+12.4%
0.64%
+0.3%
Q4 2018$2,833,000
+669.8%
140,455
+672.2%
0.64%
+750.7%
Q3 2018$368,000
+0.3%
18,190
+0.2%
0.08%
-5.1%
Q2 2018$367,00018,1590.08%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2020
NameSharesValueWeighting ↓
Joule Financial, LLC 417,670$8,750,0006.83%
Advisors Preferred, LLC 1,078,040$22,582,0005.88%
Oakhurst Advisors,LLC 391,395$8,199,0005.84%
IMA Wealth, Inc. 1,077,165$22,567,0005.52%
Asset Dedication, LLC 1,714,723$35,919,0005.34%
Blossom Wealth Management 45,945$963,0004.88%
Strategic Family Wealth Counselors, L.L.C. 462,624$9,692,0004.65%
Mirador Capital Partners LP 897,057$18,793,0004.44%
Goepper Burkhardt LLC 299,436$6,273,0004.42%
NORTHCAPE WEALTH MANAGEMENT, LLC 544,797$11,414,0004.37%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders