INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 254 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,739,000 | +36.8% | 129,342 | +36.9% | 0.04% | +40.0% |
| Q2 2022 | $2,002,000 | +64.8% | 94,487 | +65.5% | 0.03% | +76.5% |
| Q1 2022 | $1,215,000 | +187.2% | 57,080 | +188.4% | 0.02% | +183.3% |
| Q4 2021 | $423,000 | -3.9% | 19,795 | -2.9% | 0.01% | -14.3% |
| Q3 2021 | $440,000 | -14.1% | 20,396 | -13.9% | 0.01% | -22.2% |
| Q2 2021 | $512,000 | +1.4% | 23,691 | +1.7% | 0.01% | -18.2% |
| Q1 2021 | $505,000 | +34.3% | 23,289 | +34.7% | 0.01% | +22.2% |
| Q4 2020 | $376,000 | -52.0% | 17,290 | -51.7% | 0.01% | -30.8% |
| Q3 2020 | $783,000 | +240.4% | 35,827 | +240.1% | 0.01% | +85.7% |
| Q2 2020 | $230,000 | – | 10,534 | – | 0.01% | – |
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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% |