INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,304,000 | -0.2% | 61,438 | +0.0% | 0.36% | -12.6% |
| Q2 2020 | $1,307,000 | -1.1% | 61,428 | -2.3% | 0.41% | -20.8% |
| Q1 2020 | $1,321,000 | -2.6% | 62,858 | -1.3% | 0.52% | +14.2% |
| Q4 2019 | $1,356,000 | +0.1% | 63,684 | +0.0% | 0.46% | -3.0% |
| Q3 2019 | $1,355,000 | +0.1% | 63,668 | +0.1% | 0.47% | -27.3% |
| Q2 2019 | $1,353,000 | -3.0% | 63,635 | -3.2% | 0.65% | -5.4% |
| Q1 2019 | $1,395,000 | +0.7% | 65,736 | +0.0% | 0.69% | -19.4% |
| Q4 2018 | $1,385,000 | – | 65,713 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 604,923 | $12,861,000 | 9.96% |
| Ironwood Financial, llc | 710,287 | $15,101,000 | 7.41% |
| VALLEY NATIONAL ADVISERS INC | 1,124,010 | $23,896,000 | 6.57% |
| Jackson Financial Management | 417,595 | $8,878,000 | 5.78% |
| Omega Financial Group, LLC | 348,323 | $7,405,000 | 5.47% |
| Asset Dedication, LLC | 695,065 | $14,763,000 | 4.76% |
| First Command Bank | 443,315 | $9,425,000 | 4.76% |
| First Command Financial Services, Inc. | 443,315 | $9,425,000 | 4.76% |
| Fusion Family Wealth LLC | 886,348 | $18,844,000 | 4.69% |
| Denver PWM, LLC | 334,181 | $7,118,000 | 4.54% |