INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 246 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,232,000 | +1.4% | 196,763 | +1.3% | 0.03% | -6.9% |
| Q3 2019 | $4,174,000 | -14.2% | 194,213 | -14.6% | 0.03% | -17.1% |
| Q2 2019 | $4,865,000 | +16.5% | 227,382 | +14.9% | 0.04% | +9.4% |
| Q1 2019 | $4,177,000 | +12.2% | 197,832 | +9.6% | 0.03% | -5.9% |
| Q4 2018 | $3,722,000 | +7.0% | 180,559 | +7.2% | 0.03% | +17.2% |
| Q3 2018 | $3,479,000 | – | 168,416 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |