INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 256 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $11,141,000 | +1.4% | 528,278 | +1.4% | 3.79% | -1.5% |
| Q2 2021 | $10,991,000 | +24.2% | 520,893 | +27.4% | 3.85% | +18.6% |
| Q1 2021 | $8,849,000 | -9.1% | 408,888 | -10.9% | 3.25% | -8.8% |
| Q4 2020 | $9,735,000 | +7.3% | 459,001 | +7.9% | 3.56% | +1.6% |
| Q3 2020 | $9,071,000 | +10.0% | 425,479 | +10.2% | 3.50% | +1.8% |
| Q2 2020 | $8,247,000 | +8.6% | 385,923 | +6.5% | 3.44% | -6.7% |
| Q1 2020 | $7,596,000 | +15.7% | 362,221 | +17.2% | 3.69% | -13.4% |
| Q4 2019 | $6,567,000 | – | 309,188 | – | 4.26% | – |
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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% |