INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,813,000 | -4.8% | 274,477 | -4.8% | 0.72% | +0.7% |
| Q2 2022 | $6,107,000 | -4.1% | 288,212 | -3.8% | 0.72% | +12.2% |
| Q1 2022 | $6,368,000 | -9.7% | 299,530 | -9.1% | 0.64% | -2.9% |
| Q4 2021 | $7,050,000 | +5.6% | 329,611 | +6.3% | 0.66% | +3.3% |
| Q3 2021 | $6,675,000 | +8.4% | 310,036 | +8.7% | 0.64% | +8.4% |
| Q2 2021 | $6,156,000 | +11.3% | 285,155 | +11.5% | 0.59% | +4.8% |
| Q1 2021 | $5,533,000 | +39.9% | 255,684 | +40.6% | 0.56% | +30.3% |
| Q4 2020 | $3,955,000 | +4.4% | 181,850 | +4.9% | 0.43% | -5.5% |
| Q3 2020 | $3,788,000 | +228.5% | 173,385 | +228.9% | 0.45% | +206.8% |
| Q2 2020 | $1,153,000 | – | 52,713 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 745,461 | $15,789,000 | 7.75% |
| Blue Barn Wealth, LLC | 464,803 | $9,845,000 | 7.01% |
| TLWM | 705,513 | $14,991,000 | 6.60% |
| Blossom Wealth Management | 52,861 | $1,120,000 | 6.30% |
| Fusion Family Wealth LLC | 1,681,576 | $36,204,000 | 5.44% |
| Asset Dedication, LLC | 1,808,273 | $38,301,000 | 4.21% |
| 4Thought Financial Group Inc. | 193,057 | $4,089,000 | 4.02% |
| S.E.E.D. Planning Group LLC | 375,457 | $7,952,000 | 3.72% |
| Goepper Burkhardt LLC | 217,075 | $4,598,000 | 3.42% |
| Redwood Financial Network Corp | 136,697 | $2,895,000 | 3.30% |