INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 198 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $466,000 | -6.6% | 22,000 | -6.4% | 0.03% | +10.3% |
| Q1 2022 | $499,000 | -7.8% | 23,500 | -7.1% | 0.03% | +3.6% |
| Q4 2021 | $541,000 | -7.2% | 25,300 | -6.6% | 0.03% | -15.2% |
| Q3 2021 | $583,000 | -1.0% | 27,100 | -0.7% | 0.03% | -2.9% |
| Q2 2021 | $589,000 | -0.3% | 27,300 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $591,000 | -0.5% | 27,300 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $594,000 | -1.8% | 27,300 | -1.4% | 0.04% | -11.6% |
| Q3 2020 | $605,000 | -13.9% | 27,700 | -14.0% | 0.04% | -18.9% |
| Q2 2020 | $703,000 | +1.4% | 32,200 | -1.5% | 0.05% | -15.9% |
| Q1 2020 | $693,000 | +1.0% | 32,700 | +2.5% | 0.06% | +28.6% |
| Q4 2019 | $686,000 | +1.6% | 31,900 | +1.6% | 0.05% | -5.8% |
| Q3 2019 | $675,000 | +0.4% | 31,400 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $672,000 | +1.4% | 31,400 | 0.0% | 0.05% | -5.5% |
| Q1 2019 | $663,000 | +9.8% | 31,400 | +7.2% | 0.06% | -5.2% |
| Q4 2018 | $604,000 | +10.8% | 29,300 | +11.0% | 0.06% | +34.9% |
| Q3 2018 | $545,000 | +6.9% | 26,400 | +6.9% | 0.04% | -2.3% |
| Q2 2018 | $510,000 | – | 24,700 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 665,368 | $14,472,000 | 7.57% |
| Fusion Family Wealth LLC | 1,736,187 | $37,762,000 | 6.67% |
| Eagle Capital Management, LLC | 841,704 | $18,307,000 | 6.58% |
| Lido Advisors, LLC | 12,267,184 | $266,811,000 | 5.56% |
| TLWM | 619,976 | $13,484,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 409,840 | $8,914,000 | 5.35% |
| Ironwood Financial, llc | 631,570 | $13,737,000 | 5.14% |
| DWM Financial Group, Inc. | 155,601 | $3,384,000 | 4.61% |
| Red Spruce Capital, LLC | 299,513 | $6,514,000 | 4.52% |
| Strategic Family Wealth Counselors, L.L.C. | 394,925 | $8,590,000 | 4.43% |