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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,213,000 | -3.3% | 104,473 | -3.2% | 0.12% | -3.3% |
| Q2 2022 | $2,288,000 | +0.3% | 107,980 | +0.6% | 0.12% | +5.3% |
| Q1 2022 | $2,281,000 | -3.6% | 107,317 | -3.0% | 0.11% | -3.4% |
| Q4 2021 | $2,367,000 | +8.6% | 110,656 | +9.3% | 0.12% | -4.8% |
| Q3 2021 | $2,179,000 | +0.3% | 101,224 | +0.6% | 0.12% | -6.1% |
| Q2 2021 | $2,172,000 | +20.3% | 100,614 | +20.6% | 0.13% | -9.0% |
| Q1 2021 | $1,805,000 | -18.5% | 83,398 | -18.2% | 0.14% | -14.2% |
| Q4 2020 | $2,216,000 | -0.1% | 101,899 | +0.3% | 0.17% | -11.1% |
| Q3 2020 | $2,219,000 | -0.2% | 101,624 | -0.3% | 0.19% | -8.2% |
| Q2 2020 | $2,224,000 | 0.0% | 101,912 | -3.0% | 0.21% | -14.8% |
| Q1 2020 | $2,224,000 | -2.1% | 105,012 | -0.6% | 0.24% | -2.8% |
| Q4 2019 | $2,272,000 | +7.6% | 105,654 | +7.5% | 0.25% | -2.3% |
| Q3 2019 | $2,111,000 | +0.4% | 98,245 | -0.1% | 0.26% | -6.6% |
| Q2 2019 | $2,103,000 | -1.5% | 98,301 | -2.8% | 0.27% | -11.9% |
| Q1 2019 | $2,136,000 | +3.4% | 101,119 | +0.9% | 0.31% | -11.4% |
| Q4 2018 | $2,066,000 | +11.4% | 100,249 | +11.6% | 0.35% | +6.7% |
| Q3 2018 | $1,855,000 | +17.9% | 89,800 | +17.9% | 0.33% | +11.5% |
| Q2 2018 | $1,573,000 | – | 76,155 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |