INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 154 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,083,000 | +0.9% | 98,745 | +0.9% | 0.02% | 0.0% |
| Q2 2021 | $2,065,000 | +4.8% | 97,868 | +4.9% | 0.02% | -10.5% |
| Q1 2021 | $1,971,000 | +4.7% | 93,302 | +5.1% | 0.02% | -5.0% |
| Q4 2020 | $1,883,000 | +16.7% | 88,792 | +17.4% | 0.02% | 0.0% |
| Q3 2020 | $1,613,000 | -23.9% | 75,660 | -23.7% | 0.02% | -28.6% |
| Q2 2020 | $2,120,000 | +17.5% | 99,223 | +15.3% | 0.03% | -9.7% |
| Q1 2020 | $1,805,000 | +4.1% | 86,091 | +5.4% | 0.03% | +24.0% |
| Q4 2019 | $1,734,000 | +16.4% | 81,655 | +16.5% | 0.02% | +4.2% |
| Q3 2019 | $1,490,000 | +7.1% | 70,080 | +6.7% | 0.02% | +20.0% |
| Q2 2019 | $1,391,000 | +4.7% | 65,663 | +3.9% | 0.02% | -4.8% |
| Q1 2019 | $1,329,000 | +22.5% | 63,218 | +20.9% | 0.02% | +5.0% |
| Q4 2018 | $1,085,000 | +11.1% | 52,296 | +11.0% | 0.02% | +25.0% |
| Q3 2018 | $977,000 | -26.9% | 47,101 | -26.9% | 0.02% | -44.8% |
| Q2 2018 | $1,337,000 | – | 64,430 | – | 0.03% | – |
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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% |