EP Wealth Advisors, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$689,000
-3.6%
32,536
-3.6%
0.02%0.0%
Q2 2022$715,000
-3.5%
33,738
-3.3%
0.02%0.0%
Q1 2022$741,000
+502.4%
34,876
+514.3%
0.02%
+300.0%
Q4 2020$123,000
-39.4%
5,677
-39.7%
0.00%
-50.0%
Q4 2019$203,000
+0.5%
9,4170.0%0.01%
-20.0%
Q3 2019$202,000
+0.5%
9,4170.0%0.01%
-23.1%
Q2 2019$201,000
-13.7%
9,417
-16.7%
0.01%
-27.8%
Q4 2018$233,00011,3020.02%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
Ironwood Financial, llc 565,895$11,986,0008.21%
Trust Co of Kansas 607,405$12,865,0007.66%
Lido Advisors, LLC 6,697,760$141,859,0006.03%
TCG Advisors, LP 337,571$7,150,0005.87%
Strategic Family Wealth Counselors, L.L.C. 333,184$7,057,0005.27%
SHUFRO ROSE & CO LLC 2,028,004$42,953,0005.12%
S.E.E.D. Planning Group LLC 247,777$5,248,0005.10%
Fusion Family Wealth LLC 891,093$18,873,0005.06%
First Command Financial Services, Inc. 407,850$8,639,0004.68%
First Command Bank 407,850$8,639,0004.68%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders