INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -18.1% | 9,535 | -17.4% | 0.01% | -23.1% |
| Q3 2021 | $249,000 | 0.0% | 11,546 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $249,000 | -20.2% | 11,543 | -20.0% | 0.01% | -23.5% |
| Q1 2021 | $312,000 | -0.6% | 14,432 | +0.0% | 0.02% | -10.5% |
| Q4 2020 | $314,000 | -0.3% | 14,426 | +0.0% | 0.02% | -13.6% |
| Q3 2020 | $315,000 | 0.0% | 14,422 | +0.0% | 0.02% | -4.3% |
| Q2 2020 | $315,000 | -33.0% | 14,417 | -35.1% | 0.02% | -45.2% |
| Q1 2020 | $470,000 | -22.8% | 22,208 | -21.6% | 0.04% | +5.0% |
| Q4 2019 | $609,000 | -2.4% | 28,327 | -2.5% | 0.04% | -20.0% |
| Q3 2019 | $624,000 | -2.5% | 29,058 | -2.8% | 0.05% | -5.7% |
| Q2 2019 | $640,000 | -0.5% | 29,903 | -1.8% | 0.05% | -1.9% |
| Q1 2019 | $643,000 | +2.4% | 30,465 | +0.0% | 0.05% | -8.5% |
| Q4 2018 | $628,000 | -0.2% | 30,459 | +0.0% | 0.06% | +13.5% |
| Q3 2018 | $629,000 | -1.6% | 30,454 | -1.5% | 0.05% | -3.7% |
| Q2 2018 | $639,000 | – | 30,930 | – | 0.05% | – |
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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% |