INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 321 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |