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 | $488,000 | -4.9% | 23,030 | -5.0% | 0.05% | -23.5% |
| Q2 2022 | $513,000 | -0.4% | 24,230 | 0.0% | 0.07% | +28.3% |
| Q1 2022 | $515,000 | -6.0% | 24,230 | -5.4% | 0.05% | +17.8% |
| Q4 2021 | $548,000 | +0.2% | 25,602 | +0.8% | 0.04% | -2.2% |
| Q3 2021 | $547,000 | +1.3% | 25,402 | +1.6% | 0.05% | 0.0% |
| Q2 2021 | $540,000 | +5.1% | 25,002 | +5.3% | 0.05% | +12.2% |
| Q1 2021 | $514,000 | +20.7% | 23,752 | +21.3% | 0.04% | +10.8% |
| Q4 2020 | $426,000 | -6.2% | 19,587 | -5.7% | 0.04% | -54.3% |
| Q3 2020 | $454,000 | +118.3% | 20,771 | +117.4% | 0.08% | +102.5% |
| Q2 2020 | $208,000 | +0.5% | 9,554 | -2.0% | 0.04% | -9.1% |
| Q1 2020 | $207,000 | +1.5% | 9,752 | +3.0% | 0.04% | +7.3% |
| Q4 2019 | $204,000 | – | 9,469 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |