INVESCO EXCH TRD SLF IDX FD's ticker is BSCL and the CUSIP is 46138J700. A total of 263 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,283,000 | -4.7% | 440,180 | -4.6% | 2.88% | -0.8% |
| Q2 2021 | $9,737,000 | -3.4% | 461,457 | -3.3% | 2.90% | -8.4% |
| Q1 2021 | $10,082,000 | -3.8% | 477,130 | -3.5% | 3.17% | -25.9% |
| Q4 2020 | $10,482,000 | +1.3% | 494,187 | +1.8% | 4.28% | -0.6% |
| Q3 2020 | $10,347,000 | +0.3% | 485,302 | +0.5% | 4.30% | -6.5% |
| Q2 2020 | $10,318,000 | +0.7% | 482,849 | -1.2% | 4.60% | -6.3% |
| Q1 2020 | $10,250,000 | +7.3% | 488,771 | +8.7% | 4.91% | +29.6% |
| Q4 2019 | $9,551,000 | +26.8% | 449,679 | +26.9% | 3.79% | +21.8% |
| Q3 2019 | $7,532,000 | +9.5% | 354,289 | +9.2% | 3.11% | +3.7% |
| Q2 2019 | $6,878,000 | +32.8% | 324,565 | +31.8% | 3.00% | +29.6% |
| Q1 2019 | $5,179,000 | +31.0% | 246,280 | +29.3% | 2.31% | +11.4% |
| Q4 2018 | $3,953,000 | +41.0% | 190,528 | +40.9% | 2.08% | +61.5% |
| Q3 2018 | $2,804,000 | +13.6% | 135,206 | +13.7% | 1.29% | +9.6% |
| Q2 2018 | $2,468,000 | – | 118,909 | – | 1.17% | – |
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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% |