Valmark Advisers, Inc. - 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 321 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$745,000
-16.2%
35,172
-16.2%
0.02%
-11.8%
Q2 2022$889,000
-34.9%
41,963
-34.6%
0.02%
-29.2%
Q1 2022$1,365,000
-13.2%
64,182
-12.7%
0.02%
-11.1%
Q4 2021$1,573,000
-15.1%
73,530
-14.5%
0.03%
-20.6%
Q3 2021$1,852,000
-30.6%
86,042
-30.4%
0.03%
-30.6%
Q2 2021$2,668,000
-72.3%
123,580
-72.3%
0.05%
-73.7%
Q1 2021$9,637,000
+8.2%
445,335
+8.7%
0.19%
+2.8%
Q4 2020$8,909,000
+8.6%
409,617
+9.0%
0.18%
-2.7%
Q3 2020$8,206,000
+10.5%
375,716
+10.4%
0.19%
+6.3%
Q2 2020$7,427,000
+7.9%
340,378
+4.7%
0.18%
-2.8%
Q1 2020$6,882,000
+1.2%
324,948
+2.7%
0.18%
+21.6%
Q4 2019$6,802,000
+3.2%
316,298
+3.2%
0.15%
+1.4%
Q3 2019$6,588,000
+5.5%
306,569
+5.0%
0.15%
+6.6%
Q2 2019$6,247,000
+7.2%
291,991
+5.8%
0.14%
+5.4%
Q1 2019$5,828,000
+18.0%
275,937
+15.2%
0.13%
+10.2%
Q4 2018$4,937,000239,5430.12%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2021
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