INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 239 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,458,000 | +34.1% | 68,830 | +34.2% | 0.08% | +38.2% |
| Q2 2022 | $1,087,000 | -14.9% | 51,303 | -14.6% | 0.06% | +1.9% |
| Q1 2022 | $1,278,000 | +24.0% | 60,107 | +24.7% | 0.05% | +20.0% |
| Q4 2021 | $1,031,000 | -4.6% | 48,208 | -4.0% | 0.04% | -16.7% |
| Q3 2021 | $1,081,000 | +1.1% | 50,233 | +1.5% | 0.05% | 0.0% |
| Q2 2021 | $1,069,000 | +14.6% | 49,494 | +14.7% | 0.05% | -1.8% |
| Q1 2021 | $933,000 | +29.8% | 43,145 | +30.6% | 0.06% | +10.0% |
| Q4 2020 | $719,000 | +6.4% | 33,043 | +6.7% | 0.05% | -16.7% |
| Q2 2020 | $676,000 | -1.2% | 30,963 | -4.1% | 0.06% | -17.8% |
| Q1 2020 | $684,000 | -19.8% | 32,297 | -18.6% | 0.07% | +10.6% |
| Q4 2019 | $853,000 | +63.1% | 39,675 | +62.9% | 0.07% | +22.2% |
| Q3 2019 | $523,000 | +16.5% | 24,348 | +15.7% | 0.05% | +8.0% |
| Q2 2019 | $449,000 | – | 21,051 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 665,368 | $14,472,000 | 7.57% |
| Fusion Family Wealth LLC | 1,736,187 | $37,762,000 | 6.67% |
| Eagle Capital Management, LLC | 841,704 | $18,307,000 | 6.58% |
| Lido Advisors, LLC | 12,267,184 | $266,811,000 | 5.56% |
| TLWM | 619,976 | $13,484,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 409,840 | $8,914,000 | 5.35% |
| Ironwood Financial, llc | 631,570 | $13,737,000 | 5.14% |
| DWM Financial Group, Inc. | 155,601 | $3,384,000 | 4.61% |
| Red Spruce Capital, LLC | 299,513 | $6,514,000 | 4.52% |
| Strategic Family Wealth Counselors, L.L.C. | 394,925 | $8,590,000 | 4.43% |