INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,405,000 | -0.3% | 66,230 | 0.0% | 0.39% | -8.0% |
| Q2 2020 | $1,409,000 | +1.3% | 66,230 | 0.0% | 0.42% | -11.3% |
| Q1 2020 | $1,391,000 | -1.3% | 66,230 | 0.0% | 0.48% | +41.5% |
| Q4 2019 | $1,410,000 | -0.1% | 66,230 | 0.0% | 0.34% | -3.2% |
| Q3 2019 | $1,411,000 | -7.0% | 66,230 | -7.2% | 0.35% | -10.1% |
| Q2 2019 | $1,518,000 | -3.1% | 71,398 | -3.2% | 0.39% | -1.0% |
| Q1 2019 | $1,567,000 | +2.1% | 73,750 | +1.2% | 0.39% | -12.3% |
| Q4 2018 | $1,535,000 | – | 72,850 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 604,923 | $12,861,000 | 9.96% |
| Ironwood Financial, llc | 710,287 | $15,101,000 | 7.41% |
| VALLEY NATIONAL ADVISERS INC | 1,124,010 | $23,896,000 | 6.57% |
| Jackson Financial Management | 417,595 | $8,878,000 | 5.78% |
| Omega Financial Group, LLC | 348,323 | $7,405,000 | 5.47% |
| Asset Dedication, LLC | 695,065 | $14,763,000 | 4.76% |
| First Command Bank | 443,315 | $9,425,000 | 4.76% |
| First Command Financial Services, Inc. | 443,315 | $9,425,000 | 4.76% |
| Fusion Family Wealth LLC | 886,348 | $18,844,000 | 4.69% |
| Denver PWM, LLC | 334,181 | $7,118,000 | 4.54% |