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 | $2,440,000 | -29.6% | 115,220 | -29.5% | 0.27% | -24.2% |
| Q2 2022 | $3,465,000 | -5.1% | 163,520 | -4.8% | 0.35% | +9.3% |
| Q1 2022 | $3,653,000 | -0.6% | 171,820 | 0.0% | 0.32% | +3.5% |
| Q4 2021 | $3,675,000 | +9.7% | 171,820 | +10.4% | 0.31% | 0.0% |
| Q3 2021 | $3,349,000 | +13.2% | 155,570 | +13.5% | 0.31% | +14.4% |
| Q2 2021 | $2,959,000 | +19.0% | 137,070 | +19.3% | 0.27% | +12.0% |
| Q1 2021 | $2,486,000 | +16.7% | 114,870 | +17.2% | 0.24% | +10.5% |
| Q4 2020 | $2,131,000 | +20.3% | 97,995 | +20.8% | 0.22% | +7.4% |
| Q3 2020 | $1,772,000 | +213.1% | 81,125 | +212.6% | 0.20% | +191.4% |
| Q2 2020 | $566,000 | +76.3% | 25,950 | +71.3% | 0.07% | +48.9% |
| Q1 2020 | $321,000 | +19.3% | 15,150 | +21.2% | 0.05% | +51.6% |
| Q4 2019 | $269,000 | – | 12,500 | – | 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% |