INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 168 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,317,000 | +28.5% | 109,862 | +28.5% | 0.33% | +29.0% |
| Q2 2021 | $1,803,000 | +2.1% | 85,472 | +2.3% | 0.26% | -5.2% |
| Q1 2021 | $1,766,000 | +34.2% | 83,576 | +34.7% | 0.27% | +26.3% |
| Q4 2020 | $1,316,000 | +17.5% | 62,034 | +18.1% | 0.21% | +4.4% |
| Q3 2020 | $1,120,000 | +10.5% | 52,527 | +10.7% | 0.20% | +0.5% |
| Q2 2020 | $1,014,000 | +121.9% | 47,469 | +118.0% | 0.20% | +82.9% |
| Q1 2020 | $457,000 | -2.4% | 21,777 | -1.1% | 0.11% | +30.6% |
| Q4 2019 | $468,000 | +16.7% | 22,011 | +16.6% | 0.08% | +7.6% |
| Q3 2019 | $401,000 | +1.8% | 18,882 | +1.5% | 0.08% | 0.0% |
| Q2 2019 | $394,000 | +2.6% | 18,599 | +1.7% | 0.08% | 0.0% |
| Q1 2019 | $384,000 | +9.1% | 18,280 | +7.7% | 0.08% | -2.5% |
| Q4 2018 | $352,000 | +8.3% | 16,971 | +8.2% | 0.08% | +22.7% |
| Q3 2018 | $325,000 | +0.9% | 15,687 | +1.0% | 0.07% | 0.0% |
| Q2 2018 | $322,000 | – | 15,524 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 947,792 | $20,027,000 | 12.84% |
| Blossom Wealth Management | 28,886 | $610,000 | 7.09% |
| BCS Wealth Management | 567,787 | $11,997,000 | 5.69% |
| TLWM | 702,066 | $14,838,000 | 5.63% |
| Strategic Family Wealth Counselors, L.L.C. | 689,310 | $14,565,000 | 5.49% |
| Goepper Burkhardt LLC | 274,405 | $5,798,000 | 3.94% |
| 4Thought Financial Group Inc. | 180,923 | $3,823,000 | 3.69% |
| SENTINEL PENSION ADVISORS INC | 408,888 | $8,849,000 | 3.25% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 477,130 | $10,082,000 | 3.17% |
| Asset Dedication, LLC | 649,710 | $13,739,000 | 3.10% |