NOVARE CAPITAL MANAGEMENT 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 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NOVARE CAPITAL MANAGEMENT LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q1 2022$207,000
-45.5%
9,750
-45.1%
0.02%
-43.6%
Q4 2021$380,000
-35.9%
17,750
-35.6%
0.04%
-40.9%
Q3 2021$593,000
-9.2%
27,560
-8.9%
0.07%
-9.6%
Q2 2021$653,000
-41.6%
30,255
-41.5%
0.07%
-45.9%
Q1 2021$1,119,000
-15.5%
51,705
-15.0%
0.14%
-21.5%
Q4 2020$1,324,000
-16.8%
60,860
-16.5%
0.17%
-23.2%
Q3 2020$1,591,000
-4.5%
72,860
-4.6%
0.22%
-10.0%
Q2 2020$1,666,000
+12.6%
76,345
+9.3%
0.25%
-4.2%
Q1 2020$1,480,000
-19.8%
69,865
-18.6%
0.26%
+1.2%
Q4 2019$1,846,000
-21.7%
85,855
-21.8%
0.26%
-26.8%
Q3 2019$2,359,000
+74.1%
109,790
+73.4%
0.35%
+69.6%
Q2 2019$1,355,000
+102.5%
63,310
+99.8%
0.21%
+97.1%
Q1 2019$669,00031,6900.10%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
Ironwood Financial, llc 565,895$11,986,0008.21%
Trust Co of Kansas 607,405$12,865,0007.66%
Lido Advisors, LLC 6,697,760$141,859,0006.03%
TCG Advisors, LP 337,571$7,150,0005.87%
Strategic Family Wealth Counselors, L.L.C. 333,184$7,057,0005.27%
SHUFRO ROSE & CO LLC 2,028,004$42,953,0005.12%
S.E.E.D. Planning Group LLC 247,777$5,248,0005.10%
Fusion Family Wealth LLC 891,093$18,873,0005.06%
First Command Financial Services, Inc. 407,850$8,639,0004.68%
First Command Bank 407,850$8,639,0004.68%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders