INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $14,090,000 | +6.5% | 654,435 | +6.7% | 0.86% | +4.4% |
| Q2 2021 | $13,236,000 | +7.4% | 613,058 | +7.6% | 0.82% | +1.7% |
| Q1 2021 | $12,328,000 | +5.5% | 569,695 | +6.1% | 0.81% | +1.8% |
| Q4 2020 | $11,681,000 | +8.5% | 537,036 | +8.9% | 0.79% | -1.9% |
| Q3 2020 | $10,767,000 | +23.1% | 492,997 | +23.0% | 0.81% | -1.6% |
| Q2 2020 | $8,747,000 | +18.0% | 400,885 | +14.5% | 0.82% | -3.4% |
| Q1 2020 | $7,412,000 | -3.8% | 349,967 | -2.4% | 0.85% | +25.1% |
| Q4 2019 | $7,708,000 | -8.6% | 358,441 | -8.6% | 0.68% | -7.6% |
| Q3 2019 | $8,429,000 | +24.7% | 392,214 | +24.2% | 0.74% | +29.3% |
| Q2 2019 | $6,758,000 | +13.1% | 315,871 | +11.6% | 0.57% | +12.9% |
| Q1 2019 | $5,975,000 | +8.8% | 282,921 | +6.2% | 0.50% | -5.1% |
| Q4 2018 | $5,493,000 | -2.1% | 266,499 | -1.9% | 0.53% | +18.0% |
| Q3 2018 | $5,611,000 | +6.6% | 271,645 | +6.5% | 0.45% | -4.3% |
| Q2 2018 | $5,266,000 | – | 255,015 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |