INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 222 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $15,532,000 | -48.4% | 736,467 | -48.4% | 0.00% | -57.1% |
| Q2 2021 | $30,112,000 | -35.4% | 1,427,093 | -35.3% | 0.01% | -30.0% |
| Q1 2021 | $46,583,000 | -17.7% | 2,204,602 | -17.4% | 0.01% | -28.6% |
| Q4 2020 | $56,634,000 | +4.5% | 2,670,146 | +5.1% | 0.01% | -6.7% |
| Q3 2020 | $54,190,000 | +11.7% | 2,541,753 | +12.0% | 0.02% | +7.1% |
| Q2 2020 | $48,518,000 | -0.4% | 2,270,392 | -2.2% | 0.01% | -17.6% |
| Q1 2020 | $48,690,000 | +12.9% | 2,321,890 | +14.4% | 0.02% | +41.7% |
| Q4 2019 | $43,119,000 | +0.9% | 2,030,079 | +1.0% | 0.01% | 0.0% |
| Q3 2019 | $42,727,000 | +6.2% | 2,009,729 | +5.8% | 0.01% | 0.0% |
| Q2 2019 | $40,237,000 | -20.4% | 1,898,861 | -21.0% | 0.01% | -20.0% |
| Q1 2019 | $50,566,000 | +41.3% | 2,404,497 | +39.4% | 0.02% | +25.0% |
| Q4 2018 | $35,793,000 | +12.6% | 1,724,987 | +12.6% | 0.01% | +33.3% |
| Q3 2018 | $31,782,000 | +1.3% | 1,532,419 | +1.4% | 0.01% | 0.0% |
| Q2 2018 | $31,360,000 | – | 1,510,940 | – | 0.01% | – |
Download | ||||||
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% |