ProVise Management Group, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 286 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$359,000
-4.8%
16,956
-4.8%
0.04%0.0%
Q2 2022$377,000
-11.9%
17,804
-11.5%
0.04%0.0%
Q1 2022$428,000
-81.8%
20,114
-81.7%
0.04%
-81.2%
Q4 2021$2,352,000
-13.0%
109,961
-12.5%
0.21%
-20.5%
Q3 2021$2,705,000
+2.2%
125,616
+2.5%
0.27%
-0.7%
Q2 2021$2,646,000
-1.4%
122,560
-1.2%
0.27%
-6.6%
Q1 2021$2,684,000
+3.7%
124,030
+4.2%
0.29%
-3.3%
Q4 2020$2,588,000
-3.5%
119,005
-3.1%
0.30%
-16.7%
Q3 2020$2,682,000
-3.0%
122,791
-3.1%
0.36%
-9.6%
Q2 2020$2,765,000
+1.6%
126,702
-1.4%
0.40%
-12.9%
Q1 2020$2,722,000
+0.3%
128,517
+1.8%
0.46%
+36.5%
Q4 2019$2,714,000
+55.2%
126,198
+55.1%
0.33%
+44.0%
Q3 2019$1,749,000
+37.6%
81,391
+37.0%
0.23%
+36.5%
Q2 2019$1,271,000
+86.9%
59,390
+84.5%
0.17%
+78.9%
Q1 2019$680,000
+196.9%
32,195
+189.9%
0.10%
+163.9%
Q4 2018$229,000–11,105–0.04%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2022
NameSharesValueWeighting ↓
Ironwood Wealth Management, LLC. 990,831$21,402,00012.34%
Eagle Capital Management, LLC 1,015,442$21,923,0006.20%
S.E.E.D. Planning Group LLC 569,200$12,289,0006.05%
Fusion Family Wealth LLC 1,763,758$38,080,0005.70%
TLWM 672,612$14,519,0005.20%
IMA Wealth, Inc. 866,052$18,698,0004.37%
BCS Wealth Management 371,716$8,025,0004.26%
Denver PWM, LLC 463,544$10,011,0004.19%
Goepper Burkhardt LLC 295,496$6,380,0004.03%
SENTINEL PENSION ADVISORS INC 532,138$11,489,0004.02%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders