INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. 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 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $200,000 | -18.4% | 9,517 | -17.2% | 0.02% | +6.2% |
| Q4 2019 | $245,000 | -11.2% | 11,491 | -11.2% | 0.02% | -20.0% |
| Q3 2019 | $276,000 | -3.2% | 12,941 | -3.3% | 0.02% | -4.8% |
| Q2 2019 | $285,000 | -14.7% | 13,383 | -15.1% | 0.02% | -16.0% |
| Q1 2019 | $334,000 | -22.5% | 15,758 | -23.0% | 0.02% | -34.2% |
| Q4 2018 | $431,000 | -4.6% | 20,461 | -4.7% | 0.04% | +2.7% |
| Q3 2018 | $452,000 | +0.7% | 21,459 | +0.6% | 0.04% | -9.8% |
| Q2 2018 | $449,000 | – | 21,333 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 604,923 | $12,861,000 | 9.96% |
| Ironwood Financial, llc | 710,287 | $15,101,000 | 7.41% |
| VALLEY NATIONAL ADVISERS INC | 1,124,010 | $23,896,000 | 6.57% |
| Jackson Financial Management | 417,595 | $8,878,000 | 5.78% |
| Omega Financial Group, LLC | 348,323 | $7,405,000 | 5.47% |
| Asset Dedication, LLC | 695,065 | $14,763,000 | 4.76% |
| First Command Bank | 443,315 | $9,425,000 | 4.76% |
| First Command Financial Services, Inc. | 443,315 | $9,425,000 | 4.76% |
| Fusion Family Wealth LLC | 886,348 | $18,844,000 | 4.69% |
| Denver PWM, LLC | 334,181 | $7,118,000 | 4.54% |