Segment Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 81 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,246,533
-1.1%
66,535
+0.4%
0.13%
-2.3%
Q2 2023$1,260,725
-1.4%
66,2650.0%0.13%
-10.3%
Q1 2023$1,279,246
+1.6%
66,2650.0%0.14%
-0.7%
Q4 2022$1,258,704
+111.5%
66,265
+107.3%
0.15%
+97.3%
Q3 2022$595,000
-10.1%
31,970
-6.4%
0.07%
-11.9%
Q2 2022$662,000
+6.4%
34,170
+11.0%
0.08%
+31.2%
Q1 2022$622,000
+12.5%
30,770
+19.9%
0.06%
+10.3%
Q4 2021$553,000
-20.4%
25,670
-19.3%
0.06%
-29.3%
Q3 2021$695,000
+22.4%
31,820
+22.8%
0.08%
+22.4%
Q2 2021$568,000
+5.4%
25,920
+4.0%
0.07%
-5.6%
Q1 2021$539,000
+131.3%
24,920
+140.0%
0.07%
+108.8%
Q4 2020$233,00010,3850.03%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 658,487$12,336,7647.75%
MANCHESTER FINANCIAL INC 1,175,625$22,025,3376.47%
GPM Growth Investors, Inc. 336,170$6,298,1463.29%
IMA Wealth, Inc. 645,182$12,087,4863.12%
TLWM 621,641$11,646,4093.09%
Red Spruce Capital, LLC 273,236$5,119,0772.91%
Legacy Financial Group LLC 645,816$12,099,372,0002.85%
Virginia National Bank 31,810$595,9602.72%
Horizons Wealth Management 190,820$3,575,0142.61%
Goepper Burkhardt LLC 218,735$4,098,0002.50%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders