INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,380,000 | -7.4% | 65,450 | -7.4% | 0.21% | -8.8% |
| Q2 2019 | $1,490,000 | -0.7% | 70,650 | -0.8% | 0.23% | -7.4% |
| Q1 2019 | $1,500,000 | -3.7% | 71,195 | -3.8% | 0.24% | -16.2% |
| Q4 2018 | $1,558,000 | +10.5% | 73,973 | +10.6% | 0.29% | +26.5% |
| Q3 2018 | $1,410,000 | +10.8% | 66,895 | +10.4% | 0.23% | +4.1% |
| Q2 2018 | $1,272,000 | – | 60,600 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 928,647 | $19,576,000 | 14.81% |
| Asset Dedication, LLC | 724,557 | $15,270,000 | 5.08% |
| Lantz Financial LLC | 216,655 | $4,569,000 | 3.08% |
| Paulson Wealth Management Inc. | 160,408 | $3,381,000 | 2.55% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 285,850 | $6,026,000 | 2.49% |
| Brookstone Capital Management | 2,095,711 | $44,178,000 | 2.40% |
| VALLEY NATIONAL ADVISERS INC | 389,384 | $8,208,000 | 2.25% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 542,723 | $11,441,000 | 2.10% |
| FCA CORP /TX | 237,676 | $5,010,000 | 1.87% |
| BENEDICT FINANCIAL ADVISORS INC | 197,489 | $4,163,000 | 1.71% |