INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,910,000 | -5.0% | 90,194 | -5.0% | 1.58% | -10.7% |
| Q2 2022 | $2,011,000 | -1.0% | 94,910 | -0.6% | 1.76% | +49.7% |
| Q1 2022 | $2,031,000 | -6.7% | 95,511 | -6.2% | 1.18% | -3.8% |
| Q4 2021 | $2,178,000 | -21.2% | 101,807 | -20.7% | 1.22% | -37.6% |
| Q3 2021 | $2,764,000 | +0.1% | 128,382 | +0.4% | 1.96% | -10.5% |
| Q2 2021 | $2,761,000 | +139.0% | 127,914 | +139.7% | 2.19% | +44.2% |
| Q1 2021 | $1,155,000 | -1.0% | 53,362 | -0.6% | 1.52% | +21.6% |
| Q4 2020 | $1,167,000 | -0.6% | 53,658 | -0.1% | 1.25% | -4.9% |
| Q3 2020 | $1,174,000 | -4.9% | 53,738 | -5.0% | 1.32% | -12.4% |
| Q2 2020 | $1,235,000 | +1.6% | 56,594 | -1.4% | 1.50% | -5.6% |
| Q1 2020 | $1,216,000 | -2.6% | 57,408 | -1.2% | 1.59% | +24.2% |
| Q4 2019 | $1,248,000 | +41.2% | 58,079 | +41.2% | 1.28% | +30.0% |
| Q3 2019 | $884,000 | +14.1% | 41,145 | +13.6% | 0.99% | +21.3% |
| Q2 2019 | $775,000 | +4.9% | 36,209 | +3.5% | 0.81% | +10.3% |
| Q1 2019 | $739,000 | – | 34,987 | – | 0.74% | – |
Download | ||||||
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% |