INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |