YHB Investment Advisors, Inc. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 253 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q1 2022$1,428,000
-31.2%
67,154
-30.8%
0.13%
-23.6%
Q4 2021$2,076,000
+25.8%
97,076
+26.7%
0.16%
+16.2%
Q3 2021$1,650,000
-49.6%
76,624
-49.5%
0.14%
-49.1%
Q2 2021$3,276,000
-12.4%
151,758
-12.0%
0.28%
-13.9%
Q1 2021$3,739,000
+54.9%
172,534
+55.4%
0.32%
+40.9%
Q4 2020$2,414,000
+55.3%
110,991
+55.9%
0.23%
+36.1%
Q3 2020$1,554,00071,1760.17%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
Strategic Family Wealth Counselors, L.L.C. 745,461$15,789,0007.75%
Blue Barn Wealth, LLC 464,803$9,845,0007.01%
TLWM 705,513$14,991,0006.60%
Blossom Wealth Management 52,861$1,120,0006.30%
Fusion Family Wealth LLC 1,681,576$36,204,0005.44%
Asset Dedication, LLC 1,808,273$38,301,0004.21%
4Thought Financial Group Inc. 193,057$4,089,0004.02%
S.E.E.D. Planning Group LLC 375,457$7,952,0003.72%
Goepper Burkhardt LLC 217,075$4,598,0003.42%
Redwood Financial Network Corp 136,697$2,895,0003.30%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders