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 255 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 ↓
Trust Co of Kansas 665,368$14,472,0007.57%
Fusion Family Wealth LLC 1,736,187$37,762,0006.67%
Eagle Capital Management, LLC 841,704$18,307,0006.58%
Lido Advisors, LLC 12,267,184$266,811,0005.56%
TLWM 619,976$13,484,0005.39%
S.E.E.D. Planning Group LLC 409,840$8,914,0005.35%
Ironwood Financial, llc 631,570$13,737,0005.14%
DWM Financial Group, Inc. 155,601$3,384,0004.61%
Red Spruce Capital, LLC 299,513$6,514,0004.52%
Strategic Family Wealth Counselors, L.L.C. 394,925$8,590,0004.43%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders