INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,200,000 | -9.0% | 151,713 | -8.9% | 1.64% | -9.2% |
| Q2 2021 | $3,515,000 | -14.1% | 166,570 | -14.0% | 1.81% | -22.4% |
| Q1 2021 | $4,092,000 | -8.6% | 193,648 | -8.3% | 2.33% | -16.7% |
| Q4 2020 | $4,478,000 | -4.5% | 211,141 | -4.0% | 2.79% | -11.4% |
| Q3 2020 | $4,688,000 | +0.4% | 219,888 | +0.6% | 3.15% | -6.2% |
| Q2 2020 | $4,670,000 | +0.0% | 218,521 | -1.9% | 3.36% | -8.1% |
| Q1 2020 | $4,669,000 | -15.5% | 222,652 | -14.5% | 3.66% | +11.8% |
| Q4 2019 | $5,528,000 | +654.2% | 260,262 | +656.2% | 3.27% | +561.2% |
| Q3 2019 | $733,000 | +78.3% | 34,415 | +77.6% | 0.50% | +78.1% |
| Q2 2019 | $411,000 | – | 19,379 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 1,404,528 | $29,790,000 | 11.15% |
| Ironwood Wealth Management, LLC. | 691,080 | $14,658,000 | 9.11% |
| Blossom Wealth Management | 16,700 | $354,000 | 7.92% |
| Strategic Family Wealth Counselors, L.L.C. | 649,474 | $13,775,000 | 7.10% |
| BCS Wealth Management | 550,360 | $11,673,000 | 6.06% |
| TLWM | 623,629 | $13,227,000 | 5.29% |
| S.E.E.D. Planning Group LLC | 369,839 | $7,844,000 | 4.71% |
| DWM Financial Group, Inc. | 157,020 | $3,330,000 | 4.53% |
| Omega Financial Group, LLC | 374,819 | $7,950,000 | 4.30% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 494,187 | $10,482,000 | 4.28% |