INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 238 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $14,000 | -81.3% | 632 | -81.7% | 0.00% | -100.0% |
| Q4 2020 | $75,000 | -90.7% | 3,450 | -90.6% | 0.00% | -92.1% |
| Q3 2020 | $805,000 | +2.7% | 36,858 | +2.6% | 0.04% | -11.6% |
| Q2 2020 | $784,000 | +312.6% | 35,915 | +300.1% | 0.04% | +258.3% |
| Q1 2020 | $190,000 | -21.2% | 8,977 | -19.8% | 0.01% | -7.7% |
| Q4 2019 | $241,000 | -5.1% | 11,191 | -5.6% | 0.01% | -18.8% |
| Q3 2019 | $254,000 | 0.0% | 11,855 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $254,000 | +26.4% | 11,855 | +24.7% | 0.02% | +14.3% |
| Q1 2019 | $201,000 | +76.3% | 9,510 | +72.1% | 0.01% | +40.0% |
| Q4 2018 | $114,000 | +25.3% | 5,527 | +25.4% | 0.01% | +42.9% |
| Q3 2018 | $91,000 | 0.0% | 4,408 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $91,000 | – | 4,408 | – | 0.01% | – |
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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% |