INVESCO EXCH TRD SLF IDX FD's ticker is BSCJ and the CUSIP is 46138J304. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $6,026,000 | -0.7% | 285,850 | -0.7% | 2.49% | -6.0% |
| Q2 2019 | $6,069,000 | -0.0% | 287,761 | -0.1% | 2.65% | -2.4% |
| Q1 2019 | $6,071,000 | +0.6% | 288,128 | +0.6% | 2.71% | -14.5% |
| Q4 2018 | $6,032,000 | -0.1% | 286,399 | -0.0% | 3.17% | +14.4% |
| Q3 2018 | $6,038,000 | +0.6% | 286,419 | +0.2% | 2.77% | -2.9% |
| Q2 2018 | $6,001,000 | – | 285,815 | – | 2.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 928,647 | $19,576,000 | 14.81% |
| Asset Dedication, LLC | 724,557 | $15,270,000 | 5.08% |
| Lantz Financial LLC | 216,655 | $4,569,000 | 3.08% |
| Paulson Wealth Management Inc. | 160,408 | $3,381,000 | 2.55% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 285,850 | $6,026,000 | 2.49% |
| Brookstone Capital Management | 2,095,711 | $44,178,000 | 2.40% |
| VALLEY NATIONAL ADVISERS INC | 389,384 | $8,208,000 | 2.25% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 542,723 | $11,441,000 | 2.10% |
| FCA CORP /TX | 237,676 | $5,010,000 | 1.87% |
| BENEDICT FINANCIAL ADVISORS INC | 197,489 | $4,163,000 | 1.71% |