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%.
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 ↓ |
|---|---|---|---|
| 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% |