Beaumont Financial Partners, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 310 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2022$493,000
-0.4%
23,2670.0%0.04%
+15.8%
Q1 2022$495,000
-0.6%
23,2670.0%0.04%
+5.6%
Q4 2021$498,000
-33.7%
23,267
-33.3%
0.04%
-37.9%
Q3 2021$751,000
-20.5%
34,886
-20.3%
0.06%
-19.4%
Q2 2021$945,000
-0.8%
43,785
-0.5%
0.07%
-11.1%
Q1 2021$953,000
-56.6%
44,027
-56.4%
0.08%
-58.5%
Q4 2020$2,198,000
-68.5%
101,048
-68.3%
0.20%
-70.7%
Q3 2020$6,968,000
-33.3%
319,025
-33.4%
0.66%
-39.0%
Q2 2020$10,445,000
+21.2%
478,690
+17.6%
1.09%
+0.3%
Q1 2020$8,619,000
-32.0%
406,947
-31.0%
1.09%
-12.8%
Q4 2019$12,678,000
+47.0%
589,526
+46.9%
1.25%
+45.0%
Q3 2019$8,625,000
+31.1%
401,341
+30.5%
0.86%
+26.5%
Q2 2019$6,578,000
+32.7%
307,439
+31.0%
0.68%
+28.1%
Q1 2019$4,957,000
+137.5%
234,715
+131.8%
0.53%
+56.2%
Q4 2018$2,087,000
+272.7%
101,268
+273.6%
0.34%
+507.1%
Q3 2018$560,00027,1040.06%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
Blue Barn Wealth, LLC 470,892$9,978,0007.65%
Strategic Family Wealth Counselors, L.L.C. 751,306$15,920,0007.64%
TLWM 735,989$15,592,0005.97%
Advisors Preferred, LLC 1,064,560$22,558,0005.88%
Blossom Wealth Management 53,918$1,143,0005.79%
Asset Dedication, LLC 1,766,392$37,444,0005.56%
Vista Private Wealth Partners. LLC 459,780$9,747,0004.59%
S.E.E.D. Planning Group LLC 451,647$9,570,0004.33%
Goepper Burkhardt LLC 273,081$5,787,0004.08%
4Thought Financial Group Inc. 196,195$4,157,0003.90%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders