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 | $5,015,000 | +6.1% | 237,793 | +6.2% | 0.12% | +6.1% |
| Q2 2021 | $4,725,000 | -21.1% | 223,956 | -21.0% | 0.12% | -27.7% |
| Q1 2021 | $5,991,000 | -21.4% | 283,550 | -21.1% | 0.16% | -24.6% |
| Q4 2020 | $7,626,000 | -59.8% | 359,557 | -59.6% | 0.21% | -63.9% |
| Q3 2020 | $18,982,000 | +6.4% | 890,324 | +6.7% | 0.58% | -2.2% |
| Q2 2020 | $17,834,000 | +32.2% | 834,546 | +29.7% | 0.60% | +12.8% |
| Q1 2020 | $13,490,000 | +7.0% | 643,316 | +8.4% | 0.53% | +30.9% |
| Q4 2019 | $12,610,000 | +8.3% | 593,674 | +8.4% | 0.40% | -1.2% |
| Q3 2019 | $11,648,000 | +12.9% | 547,897 | +12.6% | 0.41% | +10.8% |
| Q2 2019 | $10,315,000 | +17.3% | 486,768 | +16.4% | 0.37% | +10.1% |
| Q1 2019 | $8,792,000 | +4952.9% | 418,084 | +4895.0% | 0.34% | -34.1% |
| Q4 2018 | $174,000 | – | 8,370 | – | 0.51% | – |
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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% |