INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,014,000 | -1.4% | 283,960 | -1.3% | 0.92% | +7.1% |
| Q2 2022 | $6,097,000 | +2.5% | 287,738 | +2.8% | 0.86% | +6.3% |
| Q1 2022 | $5,948,000 | +1.4% | 279,766 | +2.0% | 0.81% | +12.3% |
| Q4 2021 | $5,866,000 | +2.1% | 274,260 | +2.7% | 0.72% | -4.4% |
| Q3 2021 | $5,748,000 | +5.1% | 266,980 | +5.4% | 0.76% | +5.3% |
| Q2 2021 | $5,470,000 | +2.3% | 253,355 | +2.6% | 0.72% | -3.0% |
| Q1 2021 | $5,346,000 | +2224.3% | 247,034 | +2234.0% | 0.74% | +2079.4% |
| Q4 2020 | $230,000 | 0.0% | 10,584 | +0.6% | 0.03% | -8.1% |
| Q3 2020 | $230,000 | +12.7% | 10,517 | +12.5% | 0.04% | +2.8% |
| Q2 2020 | $204,000 | -19.0% | 9,348 | -23.5% | 0.04% | -55.6% |
| Q4 2018 | $252,000 | – | 12,220 | – | 0.08% | – |
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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% |