INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 224 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,849,000 | -0.1% | 135,096 | 0.0% | 0.64% | +1.1% |
| Q2 2021 | $2,851,000 | -0.1% | 135,096 | 0.0% | 0.63% | -4.1% |
| Q1 2021 | $2,855,000 | -33.2% | 135,096 | -33.0% | 0.66% | -38.1% |
| Q4 2020 | $4,277,000 | +22.2% | 201,653 | +22.9% | 1.06% | +7.3% |
| Q3 2020 | $3,499,000 | -0.2% | 164,103 | 0.0% | 0.99% | +2.3% |
| Q2 2020 | $3,507,000 | -9.9% | 164,103 | -11.6% | 0.96% | -18.2% |
| Q1 2020 | $3,893,000 | +0.8% | 185,624 | +2.1% | 1.18% | +31.9% |
| Q4 2019 | $3,861,000 | -20.1% | 181,767 | -20.1% | 0.89% | +52.8% |
| Q3 2019 | $4,834,000 | +93.1% | 227,410 | +92.5% | 0.58% | 0.0% |
| Q2 2019 | $2,503,000 | +0.8% | 118,115 | 0.0% | 0.58% | -4.3% |
| Q1 2019 | $2,484,000 | +26.5% | 118,115 | +24.8% | 0.61% | +10.9% |
| Q4 2018 | $1,964,000 | +11.6% | 94,670 | +11.6% | 0.55% | +10.9% |
| Q3 2018 | $1,760,000 | +5.5% | 84,860 | +5.5% | 0.50% | -0.6% |
| Q2 2018 | $1,669,000 | – | 80,450 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 326,299 | $6,862,000 | 5.55% |
| Ironwood Financial, llc | 485,019 | $10,200,000 | 5.27% |
| Lenox Wealth Advisors, LLC | 1,289,279 | $27,114,000 | 5.09% |
| First Command Financial Services, Inc. | 473,550 | $9,959,000 | 4.95% |
| First Command Bank | 473,550 | $9,959,000 | 4.95% |
| SNS Financial Group, LLC | 927,517 | $19,506,000 | 4.28% |
| Reitz Capital Advisors LLC | 168,858 | $3,551,000 | 4.11% |
| Mirador Capital Partners LP | 260,409 | $5,476,000 | 2.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 130,304 | $2,740,000 | 2.82% |
| Asset Dedication, LLC | 344,116 | $7,227,000 | 2.52% |