INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 238 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $831,000 | -27.7% | 38,045 | -27.8% | 0.75% | -48.4% |
| Q2 2020 | $1,150,000 | -63.1% | 52,715 | -64.2% | 1.46% | -64.0% |
| Q1 2020 | $3,119,000 | -15.7% | 147,238 | -14.5% | 4.06% | +1.4% |
| Q4 2019 | $3,701,000 | -0.5% | 172,228 | -0.5% | 4.00% | -5.3% |
| Q3 2019 | $3,720,000 | -1.1% | 173,109 | -1.6% | 4.22% | -0.5% |
| Q2 2019 | $3,763,000 | +8.0% | 175,889 | +6.6% | 4.24% | +5.2% |
| Q1 2019 | $3,484,000 | +18.7% | 164,969 | +15.8% | 4.03% | +13.6% |
| Q4 2018 | $2,936,000 | – | 142,443 | – | 3.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |