INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 259 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $922,000 | -5.4% | 43,486 | -4.8% | 0.01% | -15.4% |
| Q3 2020 | $975,000 | -0.2% | 45,672 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $977,000 | -1.7% | 45,672 | -3.5% | 0.01% | 0.0% |
| Q1 2020 | $994,000 | -74.2% | 47,349 | -73.9% | 0.01% | -73.6% |
| Q4 2019 | $3,857,000 | -84.5% | 181,695 | -84.4% | 0.05% | -85.8% |
| Q3 2019 | $24,827,000 | +0.8% | 1,167,901 | +0.5% | 0.37% | +0.8% |
| Q2 2019 | $24,636,000 | +0.1% | 1,162,666 | -0.7% | 0.37% | -7.8% |
| Q1 2019 | $24,623,000 | +5.5% | 1,171,013 | +4.1% | 0.40% | -5.4% |
| Q4 2018 | $23,337,000 | -1.7% | 1,124,715 | -1.8% | 0.42% | +12.8% |
| Q3 2018 | $23,741,000 | +0.8% | 1,144,762 | +0.8% | 0.38% | -4.8% |
| Q2 2018 | $23,562,000 | – | 1,135,150 | – | 0.39% | – |
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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% |