INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 198 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $247,000 | -37.8% | 11,414 | -37.6% | 0.02% | -47.4% |
| Q4 2020 | $397,000 | -22.2% | 18,288 | -21.7% | 0.04% | -36.7% |
| Q3 2020 | $510,000 | -4.0% | 23,356 | -3.8% | 0.06% | -9.1% |
| Q2 2020 | $531,000 | +1.5% | 24,282 | +0.2% | 0.07% | -18.5% |
| Q1 2020 | $523,000 | -17.2% | 24,239 | -17.4% | 0.08% | +3.8% |
| Q4 2019 | $632,000 | -7.9% | 29,337 | -8.1% | 0.08% | -19.6% |
| Q3 2019 | $686,000 | +1.0% | 31,915 | +0.3% | 0.10% | 0.0% |
| Q2 2019 | $679,000 | +1.5% | 31,811 | +0.3% | 0.10% | -2.0% |
| Q1 2019 | $669,000 | +46.7% | 31,711 | +43.6% | 0.10% | +45.6% |
| Q4 2018 | $456,000 | – | 22,081 | – | 0.07% | – |
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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% |