INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 321 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,450,000 | +35.6% | 115,691 | +35.7% | 0.01% | +16.7% |
| Q2 2022 | $1,807,000 | -11.6% | 85,279 | -11.4% | 0.01% | -7.7% |
| Q1 2022 | $2,045,000 | +4.9% | 96,201 | +5.6% | 0.01% | 0.0% |
| Q4 2021 | $1,949,000 | +6.7% | 91,126 | +7.4% | 0.01% | -13.3% |
| Q3 2021 | $1,826,000 | -8.3% | 84,811 | -8.1% | 0.02% | -21.1% |
| Q2 2021 | $1,992,000 | +4.5% | 92,266 | +4.7% | 0.02% | -9.5% |
| Q1 2021 | $1,907,000 | -8.3% | 88,139 | -7.8% | 0.02% | -25.0% |
| Q4 2020 | $2,080,000 | -8.9% | 95,645 | -8.6% | 0.03% | -26.3% |
| Q3 2020 | $2,284,000 | +17.9% | 104,655 | +17.9% | 0.04% | +18.8% |
| Q2 2020 | $1,938,000 | +0.5% | 88,794 | -3.8% | 0.03% | -23.8% |
| Q1 2020 | $1,928,000 | +32.2% | 92,311 | +36.3% | 0.04% | +82.6% |
| Q4 2019 | $1,458,000 | +174.1% | 67,734 | +173.8% | 0.02% | +21.1% |
| Q3 2019 | $532,000 | – | 24,735 | – | 0.02% | – |
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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% |