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 2022 | $882,000 | -68.7% | 41,646 | -68.7% | 0.04% | -66.9% |
| Q2 2022 | $2,816,000 | -80.0% | 132,916 | -79.9% | 0.13% | -75.2% |
| Q1 2022 | $14,069,000 | -14.1% | 661,739 | -13.6% | 0.51% | -5.0% |
| Q4 2021 | $16,382,000 | -7.9% | 765,884 | -7.3% | 0.54% | -19.3% |
| Q3 2021 | $17,789,000 | -7.7% | 826,259 | -7.4% | 0.67% | -8.0% |
| Q2 2021 | $19,269,000 | +1.1% | 892,516 | +1.3% | 0.73% | -9.0% |
| Q1 2021 | $19,057,000 | +5.7% | 880,633 | +6.2% | 0.80% | -1.5% |
| Q4 2020 | $18,035,000 | +3.8% | 829,187 | +4.2% | 0.81% | -8.8% |
| Q3 2020 | $17,375,000 | +25.2% | 795,582 | +25.1% | 0.89% | +11.4% |
| Q2 2020 | $13,880,000 | +16.1% | 636,096 | +12.7% | 0.80% | -4.0% |
| Q1 2020 | $11,952,000 | +5.4% | 564,321 | +7.0% | 0.83% | +27.3% |
| Q4 2019 | $11,338,000 | +27.3% | 527,225 | +27.2% | 0.65% | +15.0% |
| Q3 2019 | $8,908,000 | +59.3% | 414,537 | +58.6% | 0.57% | +56.0% |
| Q2 2019 | $5,593,000 | +10.4% | 261,394 | +8.9% | 0.36% | +4.6% |
| Q1 2019 | $5,068,000 | +9.4% | 239,968 | +6.7% | 0.35% | -19.1% |
| Q4 2018 | $4,634,000 | +17.4% | 224,832 | +17.1% | 0.43% | +32.7% |
| Q3 2018 | $3,946,000 | +13.3% | 192,017 | +14.1% | 0.32% | +22.3% |
| Q2 2018 | $3,483,000 | – | 168,362 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 745,461 | $15,789,000 | 7.75% |
| Blue Barn Wealth, LLC | 464,803 | $9,845,000 | 7.01% |
| TLWM | 705,513 | $14,991,000 | 6.60% |
| Blossom Wealth Management | 52,861 | $1,120,000 | 6.30% |
| Fusion Family Wealth LLC | 1,681,576 | $36,204,000 | 5.44% |
| Asset Dedication, LLC | 1,808,273 | $38,301,000 | 4.21% |
| 4Thought Financial Group Inc. | 193,057 | $4,089,000 | 4.02% |
| S.E.E.D. Planning Group LLC | 375,457 | $7,952,000 | 3.72% |
| Goepper Burkhardt LLC | 217,075 | $4,598,000 | 3.42% |
| Redwood Financial Network Corp | 136,697 | $2,895,000 | 3.30% |