INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 254 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $345,000 | +27.8% | 16,264 | +27.9% | 0.01% | +30.0% |
Q2 2022 | $270,000 | -6.6% | 12,718 | -6.3% | 0.01% | +11.1% |
Q1 2022 | $289,000 | -17.7% | 13,572 | -17.2% | 0.01% | -10.0% |
Q4 2021 | $351,000 | 0.0% | 16,393 | +0.7% | 0.01% | -16.7% |
Q3 2021 | $351,000 | -3.3% | 16,285 | -3.1% | 0.01% | 0.0% |
Q2 2021 | $363,000 | +0.3% | 16,812 | +0.6% | 0.01% | -7.7% |
Q1 2021 | $362,000 | +55.4% | 16,713 | +55.7% | 0.01% | +44.4% |
Q4 2020 | $233,000 | +7.4% | 10,733 | +7.9% | 0.01% | 0.0% |
Q3 2020 | $217,000 | +1.9% | 9,950 | +2.0% | 0.01% | -10.0% |
Q2 2020 | $213,000 | – | 9,755 | – | 0.01% | – |
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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% |