INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 292 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $16,676,000 | +10.1% | 791,033 | +10.2% | 6.34% | +16.7% |
| Q2 2021 | $15,151,000 | +2.1% | 718,072 | +2.3% | 5.43% | -3.6% |
| Q1 2021 | $14,838,000 | +12.2% | 702,066 | +12.6% | 5.63% | +6.5% |
| Q4 2020 | $13,227,000 | +9.4% | 623,629 | +10.0% | 5.29% | -7.6% |
| Q3 2020 | $12,086,000 | +20.2% | 567,163 | +20.5% | 5.72% | -3.6% |
| Q2 2020 | $10,057,000 | +2.7% | 470,637 | +0.8% | 5.94% | +3.2% |
| Q1 2020 | $9,794,000 | +1.6% | 467,105 | +2.9% | 5.75% | +24.2% |
| Q4 2019 | $9,642,000 | – | 454,094 | – | 4.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 791,033 | $16,676,000 | 6.34% |
| Strategic Family Wealth Counselors, L.L.C. | 750,306 | $15,824,000 | 5.41% |
| Asset Dedication, LLC | 1,753,701 | $36,986,000 | 4.88% |
| BCS Wealth Management | 518,173 | $10,928,000 | 4.64% |
| Blossom Wealth Management | 32,407 | $683,000 | 4.06% |
| SENTINEL PENSION ADVISORS INC | 528,278 | $11,141,000 | 3.79% |
| 4Thought Financial Group Inc. | 205,293 | $4,330,000 | 3.76% |
| Goepper Burkhardt LLC | 251,605 | $5,306,000 | 3.38% |
| Advisors Preferred, LLC | 1,008,930 | $21,278,000 | 2.96% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 440,180 | $9,283,000 | 2.88% |