INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 292 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,100,000 | -0.1% | 99,594 | -0.0% | 1.23% | -0.9% |
| Q2 2021 | $2,102,000 | -19.8% | 99,641 | -19.7% | 1.24% | -25.6% |
| Q1 2021 | $2,622,000 | -46.8% | 124,089 | -46.6% | 1.67% | -51.3% |
| Q4 2020 | $4,926,000 | -1.0% | 232,243 | -0.5% | 3.42% | -15.4% |
| Q3 2020 | $4,974,000 | -0.7% | 233,304 | -0.5% | 4.04% | -4.8% |
| Q2 2020 | $5,010,000 | +25.2% | 234,461 | +22.9% | 4.25% | +2.2% |
| Q1 2020 | $4,001,000 | -4.9% | 190,774 | -3.7% | 4.16% | +18.5% |
| Q4 2019 | $4,207,000 | – | 198,048 | – | 3.51% | – |
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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% |