Sequoia Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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
Sequoia Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2019$1,592,000
-8.2%
74,769
-8.3%
1.51%
+7.3%
Q1 2019$1,734,000
-2.9%
81,565
-3.8%
1.41%
-20.5%
Q4 2018$1,786,000
-3.9%
84,743
-3.7%
1.77%
+10.9%
Q3 2018$1,858,000
+25.0%
87,963
+24.9%
1.60%
+1.1%
Q2 2018$1,486,00070,4451.58%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 604,923$12,861,0009.96%
Ironwood Financial, llc 710,287$15,101,0007.41%
VALLEY NATIONAL ADVISERS INC 1,124,010$23,896,0006.57%
Jackson Financial Management 417,595$8,878,0005.78%
Omega Financial Group, LLC 348,323$7,405,0005.47%
Asset Dedication, LLC 695,065$14,763,0004.76%
First Command Bank 443,315$9,425,0004.76%
First Command Financial Services, Inc. 443,315$9,425,0004.76%
Fusion Family Wealth LLC 886,348$18,844,0004.69%
Denver PWM, LLC 334,181$7,118,0004.54%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders