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 ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 326,299 | $6,862,000 | 5.55% |
| Ironwood Financial, llc | 485,019 | $10,200,000 | 5.27% |
| Lenox Wealth Advisors, LLC | 1,289,279 | $27,114,000 | 5.09% |
| First Command Financial Services, Inc. | 473,550 | $9,959,000 | 4.95% |
| First Command Bank | 473,550 | $9,959,000 | 4.95% |
| SNS Financial Group, LLC | 927,517 | $19,506,000 | 4.28% |
| Reitz Capital Advisors LLC | 168,858 | $3,551,000 | 4.11% |
| Mirador Capital Partners LP | 260,409 | $5,476,000 | 2.97% |
| Leicht Financial Planning & Wealth Management, Inc. | 130,304 | $2,740,000 | 2.82% |
| Asset Dedication, LLC | 344,116 | $7,227,000 | 2.52% |