INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 213 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $905,000 | -15.6% | 42,053 | -15.3% | 0.02% | -20.0% |
| Q2 2021 | $1,072,000 | -0.2% | 49,672 | +0.1% | 0.02% | -10.7% |
| Q1 2021 | $1,074,000 | -0.5% | 49,642 | +0.1% | 0.03% | -9.7% |
| Q4 2020 | $1,079,000 | +7.1% | 49,594 | +7.5% | 0.03% | -11.4% |
| Q3 2020 | $1,007,000 | +0.2% | 46,116 | +0.1% | 0.04% | -12.5% |
| Q2 2020 | $1,005,000 | +2.4% | 46,076 | -0.5% | 0.04% | -27.3% |
| Q1 2020 | $981,000 | +19.6% | 46,305 | +21.5% | 0.06% | +44.7% |
| Q4 2019 | $820,000 | +6.6% | 38,123 | +6.5% | 0.04% | -5.0% |
| Q3 2019 | $769,000 | +13.9% | 35,785 | +13.5% | 0.04% | +11.1% |
| Q2 2019 | $675,000 | – | 31,532 | – | 0.04% | – |
Download | ||||||
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% |