INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 257 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $632,000 | -0.2% | 29,438 | +0.8% | 0.05% | -9.6% |
| Q3 2021 | $633,000 | +9.5% | 29,194 | +9.7% | 0.05% | +40.5% |
| Q2 2021 | $578,000 | +3.2% | 26,603 | +3.4% | 0.04% | -7.5% |
| Q1 2021 | $560,000 | +8.1% | 25,725 | +8.8% | 0.04% | -7.0% |
| Q4 2020 | $518,000 | +0.2% | 23,650 | -0.2% | 0.04% | -17.3% |
| Q3 2020 | $517,000 | +7.5% | 23,709 | +7.2% | 0.05% | -21.2% |
| Q2 2020 | $481,000 | +7.1% | 22,126 | +2.2% | 0.07% | +1.5% |
| Q1 2020 | $449,000 | -0.2% | 21,655 | +2.4% | 0.06% | +22.6% |
| Q4 2019 | $450,000 | +3.4% | 21,140 | +3.6% | 0.05% | -10.2% |
| Q3 2019 | $435,000 | +30.2% | 20,411 | +29.2% | 0.06% | +22.9% |
| Q2 2019 | $334,000 | -1.5% | 15,803 | -3.2% | 0.05% | -14.3% |
| Q1 2019 | $339,000 | – | 16,321 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |