INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,192,000 | -6.6% | 56,511 | -6.5% | 0.12% | -9.9% |
| Q2 2021 | $1,276,000 | -0.2% | 60,455 | -0.1% | 0.13% | -12.7% |
| Q1 2021 | $1,278,000 | -3.3% | 60,504 | -2.9% | 0.15% | -9.6% |
| Q4 2020 | $1,321,000 | -5.7% | 62,304 | -5.2% | 0.17% | -19.0% |
| Q3 2020 | $1,401,000 | +2.0% | 65,725 | +2.2% | 0.20% | -6.4% |
| Q2 2020 | $1,374,000 | -3.8% | 64,292 | -5.6% | 0.22% | -18.9% |
| Q1 2020 | $1,428,000 | +21.0% | 68,098 | +22.5% | 0.27% | +49.2% |
| Q4 2019 | $1,180,000 | +40.6% | 55,574 | +40.8% | 0.18% | +31.2% |
| Q3 2019 | $839,000 | +20.0% | 39,478 | +19.7% | 0.14% | +3.0% |
| Q2 2019 | $699,000 | +2.5% | 32,982 | +1.7% | 0.13% | -18.8% |
| Q1 2019 | $682,000 | +1.3% | 32,420 | 0.0% | 0.16% | -4.1% |
| Q4 2018 | $673,000 | -9.4% | 32,420 | -9.5% | 0.17% | +2.4% |
| Q3 2018 | $743,000 | +2.1% | 35,830 | +2.1% | 0.17% | -8.7% |
| Q2 2018 | $728,000 | – | 35,084 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 947,792 | $20,027,000 | 12.84% |
| Blossom Wealth Management | 28,886 | $610,000 | 7.09% |
| BCS Wealth Management | 567,787 | $11,997,000 | 5.69% |
| TLWM | 702,066 | $14,838,000 | 5.63% |
| Strategic Family Wealth Counselors, L.L.C. | 689,310 | $14,565,000 | 5.49% |
| Goepper Burkhardt LLC | 274,405 | $5,798,000 | 3.94% |
| 4Thought Financial Group Inc. | 180,923 | $3,823,000 | 3.69% |
| SENTINEL PENSION ADVISORS INC | 408,888 | $8,849,000 | 3.25% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 477,130 | $10,082,000 | 3.17% |
| Asset Dedication, LLC | 649,710 | $13,739,000 | 3.10% |