INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 206 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $714,000 | +23.7% | 33,882 | +23.8% | 0.12% | +6.4% |
| Q2 2019 | $577,000 | -8.8% | 27,361 | -9.0% | 0.11% | -28.1% |
| Q1 2019 | $633,000 | -7.7% | 30,065 | -7.6% | 0.15% | -12.6% |
| Q4 2018 | $686,000 | -9.5% | 32,552 | -9.5% | 0.18% | +2.3% |
| Q3 2018 | $758,000 | +2.4% | 35,957 | +2.1% | 0.17% | -8.6% |
| Q2 2018 | $740,000 | – | 35,224 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 908,641 | $19,145,000 | 15.48% |
| NorthRock Partners, LLC | 1,514,613 | $31,922,000 | 8.41% |
| VALLEY NATIONAL ADVISERS INC | 1,344,297 | $28,324,000 | 8.11% |
| Leicht Financial Planning & Wealth Management, Inc. | 287,979 | $6,068,000 | 6.25% |
| First Command Bank | 371,121 | $7,820,000 | 3.89% |
| First Command Financial Services, Inc. | 371,121 | $7,820,000 | 3.89% |
| Asset Dedication, LLC | 457,610 | $9,640,000 | 3.36% |
| Lantz Financial LLC | 183,830 | $3,873,000 | 2.81% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 288,128 | $6,071,000 | 2.71% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 540,774 | $11,394,000 | 2.68% |