INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 163 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $667,000 | -70.7% | 30,090 | -70.4% | 0.49% | -73.1% |
| Q4 2020 | $2,278,000 | -3.7% | 101,737 | -4.6% | 1.83% | -14.6% |
| Q3 2020 | $2,365,000 | +86.5% | 106,622 | +85.3% | 2.14% | +33.2% |
| Q2 2020 | $1,268,000 | -44.6% | 57,538 | -48.1% | 1.61% | -45.9% |
| Q1 2020 | $2,288,000 | -15.6% | 110,782 | -12.1% | 2.98% | +1.6% |
| Q4 2019 | $2,710,000 | +6.4% | 126,043 | +6.0% | 2.93% | +1.3% |
| Q3 2019 | $2,548,000 | +11.4% | 118,888 | +10.5% | 2.89% | +12.2% |
| Q2 2019 | $2,287,000 | +116.6% | 107,612 | +111.2% | 2.58% | +111.0% |
| Q1 2019 | $1,056,000 | – | 50,944 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |