INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 246 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $457,000 | -9.1% | 21,578 | -9.1% | 0.04% | -2.6% |
| Q2 2022 | $503,000 | +2.0% | 23,728 | +2.4% | 0.04% | +21.9% |
| Q1 2022 | $493,000 | -16.6% | 23,178 | -16.1% | 0.03% | -15.8% |
| Q4 2021 | $591,000 | -3.7% | 27,628 | -3.2% | 0.04% | -13.6% |
| Q3 2021 | $614,000 | -3.3% | 28,528 | -3.1% | 0.04% | -2.2% |
| Q2 2021 | $635,000 | -0.9% | 29,428 | -0.7% | 0.04% | -11.8% |
| Q1 2021 | $641,000 | -2.1% | 29,628 | -1.7% | 0.05% | -3.8% |
| Q4 2020 | $655,000 | +2.8% | 30,128 | +3.3% | 0.05% | -8.6% |
| Q3 2020 | $637,000 | -1.7% | 29,153 | -1.9% | 0.06% | -9.4% |
| Q2 2020 | $648,000 | +2.7% | 29,703 | -0.3% | 0.06% | -16.9% |
| Q1 2020 | $631,000 | +1.0% | 29,803 | +2.6% | 0.08% | +24.2% |
| Q4 2019 | $625,000 | +9.3% | 29,053 | +9.2% | 0.06% | 0.0% |
| Q3 2019 | $572,000 | +0.5% | 26,610 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $569,000 | +13.3% | 26,610 | +11.9% | 0.06% | +10.9% |
| Q1 2019 | $502,000 | +30.4% | 23,772 | +27.4% | 0.06% | +10.0% |
| Q4 2018 | $385,000 | -12.7% | 18,659 | -12.5% | 0.05% | +2.0% |
| Q3 2018 | $441,000 | +27.5% | 21,332 | +27.5% | 0.05% | +14.0% |
| Q2 2018 | $346,000 | – | 16,732 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Barn Wealth, LLC | 470,892 | $9,978,000 | 7.65% |
| Strategic Family Wealth Counselors, L.L.C. | 751,306 | $15,920,000 | 7.64% |
| TLWM | 735,989 | $15,592,000 | 5.97% |
| Advisors Preferred, LLC | 1,064,560 | $22,558,000 | 5.88% |
| Blossom Wealth Management | 53,918 | $1,143,000 | 5.79% |
| Asset Dedication, LLC | 1,766,392 | $37,444,000 | 5.56% |
| Vista Private Wealth Partners. LLC | 459,780 | $9,747,000 | 4.59% |
| S.E.E.D. Planning Group LLC | 451,647 | $9,570,000 | 4.33% |
| Goepper Burkhardt LLC | 273,081 | $5,787,000 | 4.08% |
| 4Thought Financial Group Inc. | 196,195 | $4,157,000 | 3.90% |