INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 168 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $10,360,000 | +4.7% | 474,806 | +1.7% | 0.17% | -8.0% |
| Q1 2020 | $9,892,000 | +3.2% | 467,023 | +4.2% | 0.19% | +22.9% |
| Q4 2019 | $9,587,000 | -3.3% | 448,115 | -2.9% | 0.15% | -1.3% |
| Q3 2019 | $9,914,000 | +3.4% | 461,312 | +2.9% | 0.16% | +1.3% |
| Q2 2019 | $9,587,000 | +4.5% | 448,115 | +3.2% | 0.15% | -1.3% |
| Q1 2019 | $9,170,000 | +74.5% | 434,162 | +70.3% | 0.16% | +56.6% |
| Q4 2018 | $5,255,000 | -0.9% | 254,983 | -0.7% | 0.10% | +10.0% |
| Q3 2018 | $5,305,000 | -2.4% | 256,846 | -2.5% | 0.09% | -6.2% |
| Q2 2018 | $5,438,000 | – | 263,346 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Barn Wealth, LLC | 541,150 | $11,575,000 | 7.82% |
| Eagle Capital Management, LLC | 1,041,413 | $22,276,000 | 5.83% |
| S.E.E.D. Planning Group LLC | 621,305 | $13,290,000 | 5.77% |
| Fusion Family Wealth LLC | 1,612,021 | $34,481,000 | 5.13% |
| Ironwood Wealth Management, LLC. | 547,472 | $11,710,000 | 5.11% |
| TLWM | 699,126 | $14,954,000 | 5.01% |
| Blossom Wealth Management | 46,663 | $998,000 | 4.92% |
| IMA Wealth, Inc. | 974,771 | $20,850,000 | 4.60% |
| Denver PWM, LLC | 503,254 | $10,769,000 | 4.11% |
| SENTINEL PENSION ADVISORS INC | 596,023 | $12,749,000 | 4.01% |