INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $322,000 | +15.0% | 15,228 | +15.3% | 0.00% | – |
| Q2 2022 | $280,000 | -0.4% | 13,212 | 0.0% | 0.00% | – |
| Q1 2022 | $281,000 | +38.4% | 13,212 | +39.5% | 0.00% | – |
| Q4 2021 | $203,000 | +50.4% | 9,469 | +50.9% | 0.00% | – |
| Q3 2021 | $135,000 | 0.0% | 6,274 | 0.0% | 0.00% | – |
| Q2 2021 | $135,000 | +1828.6% | 6,274 | +1729.2% | 0.00% | – |
| Q1 2021 | $7,000 | -97.9% | 343 | -97.8% | 0.00% | -100.0% |
| Q4 2020 | $336,000 | +111.3% | 15,462 | +112.1% | 0.00% | – |
| Q3 2020 | $159,000 | -4.8% | 7,291 | -4.7% | 0.00% | -100.0% |
| Q2 2020 | $167,000 | +351.4% | 7,652 | +340.8% | 0.00% | – |
| Q1 2020 | $37,000 | +428.6% | 1,736 | +406.1% | 0.00% | – |
| Q4 2019 | $7,000 | +40.0% | 343 | +55.2% | 0.00% | – |
| Q3 2019 | $5,000 | -37.5% | 221 | -41.1% | 0.00% | – |
| Q1 2019 | $8,000 | -89.3% | 375 | -89.6% | 0.00% | – |
| Q3 2018 | $75,000 | 0.0% | 3,623 | 0.0% | 0.00% | – |
| Q2 2018 | $75,000 | – | 3,623 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |