INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,461,000 | -0.7% | 69,280 | -0.6% | 0.13% | -2.3% |
| Q2 2021 | $1,471,000 | +8.8% | 69,711 | +8.9% | 0.13% | -3.0% |
| Q1 2021 | $1,352,000 | +0.9% | 64,001 | +1.3% | 0.14% | -13.5% |
| Q4 2020 | $1,340,000 | +49.4% | 63,178 | +50.2% | 0.16% | +30.0% |
| Q3 2020 | $897,000 | -17.0% | 42,073 | -16.8% | 0.12% | -22.6% |
| Q2 2020 | $1,081,000 | -23.9% | 50,578 | -25.3% | 0.16% | -30.8% |
| Q1 2020 | $1,420,000 | -38.6% | 67,711 | -37.8% | 0.22% | -26.3% |
| Q4 2019 | $2,313,000 | -27.8% | 108,884 | -27.8% | 0.30% | -36.7% |
| Q3 2019 | $3,205,000 | -20.7% | 150,740 | -21.0% | 0.48% | -24.6% |
| Q2 2019 | $4,043,000 | +3.2% | 190,815 | +2.4% | 0.64% | -28.0% |
| Q1 2019 | $3,919,000 | +800.9% | 186,374 | +788.9% | 0.88% | +608.0% |
| Q4 2018 | $435,000 | +12.4% | 20,967 | +12.4% | 0.12% | +23.8% |
| Q3 2018 | $387,000 | -35.0% | 18,652 | -34.9% | 0.10% | -39.2% |
| Q2 2018 | $595,000 | – | 28,654 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |