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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,555,000 | +15.6% | 73,736 | +15.7% | 0.00% | 0.0% |
| Q2 2021 | $1,345,000 | -45.6% | 63,748 | -45.5% | 0.00% | -50.0% |
| Q1 2021 | $2,473,000 | -62.0% | 117,021 | -61.9% | 0.00% | -66.7% |
| Q4 2020 | $6,509,000 | -22.2% | 306,868 | -21.8% | 0.01% | -29.4% |
| Q3 2020 | $8,362,000 | +3.0% | 392,224 | +3.3% | 0.02% | -10.5% |
| Q2 2020 | $8,115,000 | +10.9% | 379,724 | +8.8% | 0.02% | -5.0% |
| Q1 2020 | $7,318,000 | -1.7% | 348,971 | -0.3% | 0.02% | +25.0% |
| Q4 2019 | $7,441,000 | +3.6% | 350,164 | +3.7% | 0.02% | -11.1% |
| Q3 2019 | $7,179,000 | +1.8% | 337,668 | +1.4% | 0.02% | 0.0% |
| Q2 2019 | $7,050,000 | -1.0% | 332,934 | -1.7% | 0.02% | -10.0% |
| Q1 2019 | $7,119,000 | -0.5% | 338,672 | -1.8% | 0.02% | -13.0% |
| Q4 2018 | $7,158,000 | +385.6% | 344,716 | +384.9% | 0.02% | +475.0% |
| Q3 2018 | $1,474,000 | +29.6% | 71,092 | +29.0% | 0.00% | +33.3% |
| Q2 2018 | $1,137,000 | – | 55,092 | – | 0.00% | – |
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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% |