INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 206 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $632,000 | -28.1% | 29,808 | -27.8% | 0.18% | -35.9% |
| Q2 2020 | $879,000 | -83.0% | 41,311 | -83.3% | 0.28% | -90.0% |
| Q1 2020 | $5,183,000 | -38.2% | 246,681 | -37.4% | 2.81% | -29.1% |
| Q4 2019 | $8,383,000 | -5.0% | 393,750 | -5.0% | 3.96% | -11.0% |
| Q3 2019 | $8,826,000 | -6.4% | 414,387 | -6.5% | 4.45% | -6.3% |
| Q2 2019 | $9,425,000 | -2.3% | 443,315 | -2.4% | 4.76% | -0.8% |
| Q1 2019 | $9,642,000 | +3.9% | 454,386 | +3.2% | 4.80% | +0.1% |
| Q4 2018 | $9,280,000 | -49.9% | 440,454 | -49.9% | 4.79% | -7.6% |
| Q3 2018 | $18,524,000 | +4.7% | 878,798 | +4.6% | 5.18% | +0.1% |
| Q2 2018 | $17,696,000 | – | 840,290 | – | 5.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 584,588 | $12,405,000 | 10.03% |
| Ironwood Financial, llc | 720,176 | $15,282,000 | 7.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 329,707 | $6,996,000 | 7.21% |
| Jackson Financial Management | 413,510 | $8,775,000 | 5.83% |
| Fusion Family Wealth LLC | 858,347 | $18,214,000 | 5.03% |
| BerganKDV Wealth Management, LLC | 1,139,775 | $24,186,000 | 4.94% |
| First Command Financial Services, Inc. | 454,386 | $9,642,000 | 4.80% |
| First Command Bank | 454,386 | $9,642,000 | 4.80% |
| Denver PWM, LLC | 309,198 | $6,563,000 | 4.29% |
| Omega Financial Group, LLC | 268,733 | $5,703,000 | 4.20% |