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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,659,000 | -7.4% | 125,520 | -7.1% | 0.46% | +12.9% |
| Q1 2022 | $2,871,000 | -1.2% | 135,044 | -0.6% | 0.41% | +4.6% |
| Q4 2021 | $2,906,000 | +6.9% | 135,851 | +7.6% | 0.39% | -0.5% |
| Q3 2021 | $2,718,000 | +2.3% | 126,261 | +2.6% | 0.40% | +3.1% |
| Q2 2021 | $2,657,000 | -2.8% | 123,069 | -2.6% | 0.38% | -10.5% |
| Q1 2021 | $2,734,000 | +15.9% | 126,324 | +16.5% | 0.43% | -1.8% |
| Q4 2020 | $2,358,000 | +13.6% | 108,416 | +14.1% | 0.44% | -4.8% |
| Q3 2020 | $2,075,000 | +14.2% | 95,025 | +14.1% | 0.46% | +9.6% |
| Q2 2020 | $1,817,000 | +13.9% | 83,258 | +10.6% | 0.42% | -4.3% |
| Q1 2020 | $1,595,000 | +13.4% | 75,288 | +15.1% | 0.44% | +43.8% |
| Q4 2019 | $1,407,000 | +29.6% | 65,416 | +29.5% | 0.30% | +19.7% |
| Q3 2019 | $1,086,000 | +18.3% | 50,528 | +17.7% | 0.25% | +48.5% |
| Q2 2019 | $918,000 | +185.1% | 42,924 | +181.7% | 0.17% | +210.9% |
| Q1 2019 | $322,000 | +278.8% | 15,240 | +269.0% | 0.06% | +243.8% |
| Q4 2018 | $85,000 | 0.0% | 4,130 | -0.1% | 0.02% | +14.3% |
| Q3 2018 | $85,000 | 0.0% | 4,135 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $85,000 | – | 4,135 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |