INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 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 ↓ |
|---|---|---|---|
| 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% |