INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. 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 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $13,514,000 | +9.8% | 640,770 | +9.8% | 0.44% | +0.9% |
| Q2 2021 | $12,309,000 | +6.2% | 583,357 | +6.4% | 0.44% | -8.4% |
| Q1 2021 | $11,586,000 | +19.6% | 548,316 | +20.1% | 0.48% | +3.9% |
| Q4 2020 | $9,686,000 | +3.4% | 456,691 | +3.9% | 0.46% | -20.8% |
| Q3 2020 | $9,370,000 | +8.1% | 439,503 | +8.3% | 0.58% | -7.4% |
| Q2 2020 | $8,668,000 | +15.5% | 405,638 | +13.3% | 0.62% | -10.0% |
| Q1 2020 | $7,507,000 | +3.1% | 358,006 | +4.4% | 0.69% | +12.9% |
| Q4 2019 | $7,281,000 | +12.9% | 342,816 | +13.0% | 0.61% | -15.3% |
| Q3 2019 | $6,448,000 | +4.3% | 303,270 | +3.2% | 0.72% | -10.5% |
| Q2 2019 | $6,185,000 | +18.1% | 293,805 | +18.0% | 0.81% | -8.7% |
| Q1 2019 | $5,238,000 | +37.5% | 249,066 | +35.7% | 0.89% | -14.3% |
| Q4 2018 | $3,809,000 | +26.0% | 183,545 | +25.9% | 1.04% | +13.2% |
| Q3 2018 | $3,024,000 | +26.3% | 145,820 | +26.3% | 0.91% | +11.9% |
| Q2 2018 | $2,395,000 | – | 115,489 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 326,299 | $6,862,000 | 5.55% |
| Ironwood Financial, llc | 485,019 | $10,200,000 | 5.27% |
| Lenox Wealth Advisors, LLC | 1,289,279 | $27,114,000 | 5.09% |
| First Command Financial Services, Inc. | 473,550 | $9,959,000 | 4.95% |
| First Command Bank | 473,550 | $9,959,000 | 4.95% |
| SNS Financial Group, LLC | 927,517 | $19,506,000 | 4.28% |
| Reitz Capital Advisors LLC | 168,858 | $3,551,000 | 4.11% |
| Mirador Capital Partners LP | 260,409 | $5,476,000 | 2.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 130,304 | $2,740,000 | 2.82% |
| Asset Dedication, LLC | 344,116 | $7,227,000 | 2.52% |