INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $269,000 | -20.6% | 12,707 | -20.7% | 0.02% | -13.8% |
| Q2 2022 | $339,000 | -11.3% | 16,018 | -10.8% | 0.03% | 0.0% |
| Q1 2022 | $382,000 | +5.5% | 17,965 | +6.3% | 0.03% | +16.0% |
| Q4 2021 | $362,000 | -9.3% | 16,903 | -8.8% | 0.02% | -21.9% |
| Q3 2021 | $399,000 | -6.6% | 18,543 | -6.3% | 0.03% | -8.6% |
| Q2 2021 | $427,000 | +5.7% | 19,780 | +5.9% | 0.04% | -2.8% |
| Q1 2021 | $404,000 | +7.4% | 18,680 | +8.1% | 0.04% | 0.0% |
| Q4 2020 | $376,000 | +18.6% | 17,282 | +18.9% | 0.04% | +2.9% |
| Q3 2020 | $317,000 | -6.5% | 14,537 | -6.4% | 0.04% | -14.6% |
| Q2 2020 | $339,000 | +32.9% | 15,538 | +29.2% | 0.04% | +10.8% |
| Q1 2020 | $255,000 | +32.8% | 12,030 | +34.8% | 0.04% | +68.2% |
| Q4 2019 | $192,000 | +0.5% | 8,926 | +0.6% | 0.02% | -12.0% |
| Q3 2019 | $191,000 | -9.5% | 8,876 | -10.2% | 0.02% | -10.7% |
| Q2 2019 | $211,000 | -0.9% | 9,884 | -1.9% | 0.03% | -6.7% |
| Q1 2019 | $213,000 | +28.3% | 10,078 | +25.4% | 0.03% | +15.4% |
| Q4 2018 | $166,000 | -4.6% | 8,039 | -4.7% | 0.03% | +13.0% |
| Q3 2018 | $174,000 | 0.0% | 8,439 | +0.4% | 0.02% | -8.0% |
| Q2 2018 | $174,000 | – | 8,409 | – | 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% |