INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 263 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,928,000 | -6.1% | 518,173 | -6.0% | 4.64% | -25.0% |
| Q2 2021 | $11,634,000 | -3.0% | 551,359 | -2.9% | 6.18% | +8.6% |
| Q1 2021 | $11,997,000 | +2.8% | 567,787 | +3.2% | 5.69% | -6.1% |
| Q4 2020 | $11,673,000 | +20.2% | 550,360 | +20.8% | 6.06% | +10.4% |
| Q3 2020 | $9,713,000 | +7.4% | 455,569 | +7.6% | 5.49% | +1.4% |
| Q2 2020 | $9,044,000 | -1.2% | 423,200 | -3.1% | 5.42% | -15.5% |
| Q1 2020 | $9,155,000 | +5.2% | 436,597 | +6.5% | 6.41% | +10.5% |
| Q4 2019 | $8,704,000 | – | 409,780 | – | 5.80% | – |
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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% |