INVESCO EXCH TRD SLF IDX FD's ticker is BSCK and the CUSIP is 46138J502. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,659,000 | -3.8% | 219,537 | -3.6% | 1.94% | -10.4% |
| Q2 2020 | $4,844,000 | -3.6% | 227,650 | -4.8% | 2.16% | -10.2% |
| Q1 2020 | $5,023,000 | -2.1% | 239,061 | -0.8% | 2.41% | +18.2% |
| Q4 2019 | $5,131,000 | +0.3% | 241,028 | +0.3% | 2.04% | -3.6% |
| Q3 2019 | $5,118,000 | +0.5% | 240,305 | +0.4% | 2.11% | -4.8% |
| Q2 2019 | $5,091,000 | +0.9% | 239,441 | +0.7% | 2.22% | -1.6% |
| Q1 2019 | $5,044,000 | +13.6% | 237,721 | +12.8% | 2.25% | -3.5% |
| Q4 2018 | $4,442,000 | +33.5% | 210,820 | +33.6% | 2.34% | +52.9% |
| Q3 2018 | $3,327,000 | +14.8% | 157,845 | +14.7% | 1.53% | +10.7% |
| Q2 2018 | $2,899,000 | – | 137,639 | – | 1.38% | – |
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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% |