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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,013,000 | +1.8% | 47,573 | +1.9% | 0.12% | -11.1% |
| Q3 2019 | $995,000 | -0.2% | 46,702 | -0.4% | 0.14% | -6.9% |
| Q2 2019 | $997,000 | -0.8% | 46,877 | -1.0% | 0.14% | -13.2% |
| Q1 2019 | $1,005,000 | +11.3% | 47,341 | +10.5% | 0.17% | -4.0% |
| Q4 2018 | $903,000 | – | 42,855 | – | 0.17% | – |
Download | ||||||
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% |