INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 286 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. 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 ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |