INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 204 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $650,000 | -7.5% | 30,682 | -7.4% | 0.11% | +0.9% |
| Q2 2022 | $703,000 | +4.9% | 33,119 | +5.0% | 0.11% | +10.0% |
| Q1 2022 | $670,000 | +23.6% | 31,535 | +24.5% | 0.10% | +63.9% |
| Q4 2021 | $542,000 | 0.0% | 25,323 | +0.6% | 0.06% | -12.9% |
| Q3 2021 | $542,000 | +15.3% | 25,174 | +15.6% | 0.07% | +34.6% |
| Q2 2021 | $470,000 | +40.3% | 21,776 | +40.8% | 0.05% | +57.6% |
| Q1 2021 | $335,000 | -21.2% | 15,464 | -20.9% | 0.03% | -13.2% |
| Q4 2020 | $425,000 | +110.4% | 19,557 | +110.9% | 0.04% | +81.0% |
| Q2 2020 | $202,000 | -9.0% | 9,273 | -11.4% | 0.02% | -27.6% |
| Q1 2020 | $222,000 | -27.7% | 10,464 | -26.7% | 0.03% | -12.1% |
| Q4 2019 | $307,000 | -21.1% | 14,273 | -21.2% | 0.03% | -31.2% |
| Q3 2019 | $389,000 | -20.0% | 18,102 | -20.4% | 0.05% | -14.3% |
| Q2 2019 | $486,000 | -5.8% | 22,730 | -6.9% | 0.06% | -6.7% |
| Q1 2019 | $516,000 | +11.2% | 24,423 | +8.5% | 0.06% | -4.8% |
| Q4 2018 | $464,000 | – | 22,503 | – | 0.06% | – |
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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% |