INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 222 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,385,000 | -5.2% | 112,399 | -4.9% | 0.15% | -18.8% |
| Q2 2020 | $2,516,000 | -40.2% | 118,218 | -40.9% | 0.18% | -53.4% |
| Q1 2020 | $4,204,000 | +10.3% | 200,108 | +11.8% | 0.39% | +20.5% |
| Q4 2019 | $3,811,000 | +9.1% | 178,994 | +9.1% | 0.32% | -18.1% |
| Q3 2019 | $3,494,000 | -1.5% | 164,057 | -2.8% | 0.39% | -15.3% |
| Q2 2019 | $3,546,000 | +15.5% | 168,785 | +16.7% | 0.46% | -10.8% |
| Q1 2019 | $3,069,000 | +16.5% | 144,605 | +15.7% | 0.52% | -27.4% |
| Q4 2018 | $2,634,000 | +36.3% | 125,021 | +36.2% | 0.72% | +22.6% |
| Q3 2018 | $1,933,000 | +11.2% | 91,801 | +11.1% | 0.58% | -1.5% |
| Q2 2018 | $1,738,000 | – | 82,614 | – | 0.59% | – |
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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% |