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 | $1,890,000 | -21.9% | 89,620 | -21.9% | 1.34% | -21.5% |
| Q2 2021 | $2,420,000 | -11.6% | 114,695 | -11.5% | 1.71% | -18.4% |
| Q1 2021 | $2,739,000 | -11.6% | 129,645 | -11.2% | 2.09% | -16.0% |
| Q4 2020 | $3,097,000 | +3.2% | 145,995 | +3.8% | 2.49% | -7.6% |
| Q3 2020 | $3,000,000 | +4.3% | 140,715 | +4.5% | 2.70% | -0.8% |
| Q2 2020 | $2,877,000 | +8.1% | 134,650 | +6.1% | 2.72% | -5.9% |
| Q1 2020 | $2,661,000 | +33.1% | 126,905 | +34.8% | 2.89% | +49.7% |
| Q4 2019 | $1,999,000 | – | 94,115 | – | 1.93% | – |
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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% |