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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,812,000 | +1.0% | 180,670 | +1.1% | 0.39% | +0.3% |
| Q1 2021 | $3,775,000 | -6.2% | 178,670 | -5.8% | 0.39% | -65.9% |
| Q4 2020 | $4,023,000 | +4.4% | 189,670 | +5.0% | 1.14% | +116.1% |
| Q3 2020 | $3,852,000 | +5.6% | 180,670 | +5.9% | 0.53% | +3.7% |
| Q2 2020 | $3,647,000 | +31.3% | 170,670 | +28.9% | 0.51% | +11.8% |
| Q1 2020 | $2,777,000 | +52.9% | 132,420 | +54.9% | 0.46% | +79.5% |
| Q4 2019 | $1,816,000 | +59.7% | 85,500 | +59.8% | 0.25% | +49.4% |
| Q3 2019 | $1,137,000 | +5.2% | 53,500 | +4.9% | 0.17% | +3.7% |
| Q2 2019 | $1,081,000 | +100.2% | 51,000 | +98.4% | 0.16% | +86.4% |
| Q1 2019 | $540,000 | +18.9% | 25,700 | +17.4% | 0.09% | +3.5% |
| Q4 2018 | $454,000 | -38.8% | 21,900 | -38.8% | 0.08% | -29.8% |
| Q3 2018 | $742,000 | -11.4% | 35,787 | -11.3% | 0.12% | -16.6% |
| Q2 2018 | $837,000 | – | 40,337 | – | 0.14% | – |
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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% |