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

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 161 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,113,189
-6.3%
55,355
-6.2%
0.11%
-7.4%
Q2 2023$1,188,274
-5.0%
59,030
-4.3%
0.12%
-14.1%
Q1 2023$1,251,175
-2.8%
61,695
-3.4%
0.14%
-4.7%
Q4 2022$1,286,845
+22.0%
63,895
+20.8%
0.15%
+12.9%
Q3 2022$1,055,000
-1.5%
52,885
+1.0%
0.13%
-2.9%
Q2 2022$1,071,000
+3.8%
52,385
+6.2%
0.14%
+28.3%
Q1 2022$1,032,000
+3.5%
49,335
+8.4%
0.11%
+1.0%
Q4 2021$997,000
-18.1%
45,510
-17.0%
0.10%
-27.1%
Q3 2021$1,217,000
+7.4%
54,835
+8.0%
0.14%
+7.5%
Q2 2021$1,133,000
+1.6%
50,790
+0.9%
0.13%
-9.5%
Q1 2021$1,115,000
+21.6%
50,350
+24.3%
0.15%
+12.1%
Q4 2020$917,000
+51.8%
40,515
+49.8%
0.13%
+34.7%
Q3 2020$604,000
+1.5%
27,040
+0.9%
0.10%
-10.9%
Q2 2020$595,000
+2.6%
26,790
-4.9%
0.11%
-14.7%
Q1 2020$580,000
+39.4%
28,175
+45.3%
0.13%
+84.3%
Q4 2019$416,000
+34.6%
19,385
+34.0%
0.07%
+16.7%
Q3 2019$309,000–14,470–0.06%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 694,154$13,959,4377.29%
Kaye Capital Management 687,013$13,815,8276.33%
Virginia National Bank 61,524$1,237,2475.64%
Lido Advisors, LLC 36,854,500$741,143,9905.64%
Waycross Investment Management Co 238,602$4,798,2805.52%
AMJ Financial Wealth Management 507,220$10,200,1944.70%
Ironwood Wealth Management, LLC. 571,986$11,502,6384.69%
Sound Stewardship, LLC 334,597$6,728,7494.52%
Hudson Capital Management LLC 553,070$11,122,2404.43%
Red Spruce Capital, LLC 384,290$7,728,0724.39%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders