INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 137 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $488,000 | -0.6% | 22,358 | -0.6% | 0.14% | -0.7% |
| Q2 2020 | $491,000 | +4.2% | 22,497 | +1.1% | 0.14% | -2.1% |
| Q1 2020 | $471,000 | +9.0% | 22,250 | +10.8% | 0.14% | +40.0% |
| Q4 2019 | $432,000 | +0.9% | 20,074 | +0.7% | 0.10% | -2.0% |
| Q3 2019 | $428,000 | +1.2% | 19,925 | +0.7% | 0.10% | -1.0% |
| Q2 2019 | $423,000 | +1.9% | 19,784 | +0.7% | 0.10% | +5.1% |
| Q1 2019 | $415,000 | -4.8% | 19,645 | -7.1% | 0.10% | -12.5% |
| Q4 2018 | $436,000 | -17.4% | 21,157 | -17.2% | 0.11% | -6.7% |
| Q3 2018 | $528,000 | +0.8% | 25,551 | +0.8% | 0.12% | -4.0% |
| Q2 2018 | $524,000 | – | 25,357 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |