INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $30,000 | 0.0% | 1,428 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -26.8% | 1,428 | -25.9% | 0.01% | -14.3% |
| Q1 2022 | $41,000 | 0.0% | 1,928 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $41,000 | -2.4% | 1,928 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $42,000 | 0.0% | 1,928 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +90.9% | 1,928 | +92.8% | 0.01% | +50.0% |
| Q4 2020 | $22,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +4.8% | 1,000 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $21,000 | -30.0% | 1,000 | -28.6% | 0.01% | +16.7% |
| Q4 2019 | $30,000 | 0.0% | 1,400 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $30,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | -38.8% | 1,400 | -39.1% | 0.01% | -36.4% |
| Q1 2019 | $49,000 | – | 2,300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,796,164 | $39,228,000 | 7.92% |
| Trust Co of Kansas | 628,235 | $13,721,000 | 6.96% |
| Ironwood Financial, llc | 625,495 | $13,661,000 | 6.86% |
| Eagle Capital Management, LLC | 675,106 | $14,744,000 | 6.08% |
| Lido Advisors, LLC | 10,035,829 | $219,183,000 | 5.61% |
| S.E.E.D. Planning Group LLC | 341,335 | $7,455,000 | 5.46% |
| DWM Financial Group, Inc. | 156,139 | $3,410,000 | 5.33% |
| Strategic Family Wealth Counselors, L.L.C. | 390,421 | $8,527,000 | 4.78% |
| Red Spruce Capital, LLC | 250,283 | $5,466,000 | 4.44% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.24% |