INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,777,000 | +1.5% | 603,230 | +1.6% | 1.21% | +7.6% |
| Q2 2022 | $12,586,000 | +43.6% | 593,961 | +44.1% | 1.13% | +65.7% |
| Q1 2022 | $8,766,000 | +120.0% | 412,313 | +121.4% | 0.68% | +127.4% |
| Q4 2021 | $3,984,000 | +706.5% | 186,262 | +712.1% | 0.30% | +647.5% |
| Q3 2021 | $494,000 | +10.8% | 22,935 | +10.9% | 0.04% | +5.3% |
| Q2 2021 | $446,000 | -0.4% | 20,680 | 0.0% | 0.04% | -5.0% |
| Q1 2021 | $448,000 | -15.5% | 20,680 | -15.1% | 0.04% | -20.0% |
| Q4 2020 | $530,000 | +87.9% | 24,350 | +88.8% | 0.05% | +72.4% |
| Q3 2020 | $282,000 | +0.4% | 12,900 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $281,000 | +2.9% | 12,900 | 0.0% | 0.03% | -11.4% |
| Q1 2020 | $273,000 | – | 12,900 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Barn Wealth, LLC | 470,892 | $9,978,000 | 7.65% |
| Strategic Family Wealth Counselors, L.L.C. | 751,306 | $15,920,000 | 7.64% |
| TLWM | 735,989 | $15,592,000 | 5.97% |
| Advisors Preferred, LLC | 1,064,560 | $22,558,000 | 5.88% |
| Blossom Wealth Management | 53,918 | $1,143,000 | 5.79% |
| Asset Dedication, LLC | 1,766,392 | $37,444,000 | 5.56% |
| Vista Private Wealth Partners. LLC | 459,780 | $9,747,000 | 4.59% |
| S.E.E.D. Planning Group LLC | 451,647 | $9,570,000 | 4.33% |
| Goepper Burkhardt LLC | 273,081 | $5,787,000 | 4.08% |
| 4Thought Financial Group Inc. | 196,195 | $4,157,000 | 3.90% |