INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 310 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,015,000 | +0.3% | 47,908 | +0.3% | 0.04% | +2.9% |
| Q2 2022 | $1,012,000 | +27.8% | 47,777 | +28.3% | 0.03% | +41.7% |
| Q1 2022 | $792,000 | +31.3% | 37,232 | +32.1% | 0.02% | +33.3% |
| Q4 2021 | $603,000 | +24.6% | 28,176 | +25.3% | 0.02% | +20.0% |
| Q3 2021 | $484,000 | +2.1% | 22,488 | +2.4% | 0.02% | 0.0% |
| Q2 2021 | $474,000 | +11.0% | 21,971 | +11.3% | 0.02% | 0.0% |
| Q1 2021 | $427,000 | +11.8% | 19,742 | +12.4% | 0.02% | 0.0% |
| Q4 2020 | $382,000 | +10.4% | 17,567 | +10.8% | 0.02% | -6.2% |
| Q3 2020 | $346,000 | +26.3% | 15,853 | +26.1% | 0.02% | +23.1% |
| Q2 2020 | $274,000 | +3.4% | 12,568 | +0.4% | 0.01% | -13.3% |
| Q1 2020 | $265,000 | +19.9% | 12,516 | +22.0% | 0.02% | +50.0% |
| Q4 2019 | $221,000 | +7.8% | 10,255 | +6.9% | 0.01% | -9.1% |
| Q2 2019 | $205,000 | – | 9,590 | – | 0.01% | – |
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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% |