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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$991,829
-1.2%
47,984
-1.6%
0.10%
-1.9%
Q2 2023$1,003,487
-6.6%
48,784
-6.5%
0.10%
-15.6%
Q1 2023$1,074,469
-5.1%
52,184
-5.6%
0.12%
-6.9%
Q4 2022$1,132,519
+4.5%
55,285
+4.0%
0.13%
-3.0%
Q3 2022$1,084,000
+2.1%
53,170
+3.8%
0.14%0.0%
Q2 2022$1,062,000
+4.9%
51,220
+6.7%
0.14%
+29.8%
Q1 2022$1,012,000
-4.2%
48,020
-0.7%
0.10%
-6.3%
Q4 2021$1,056,000
-15.7%
48,370
-14.6%
0.11%
-25.5%
Q3 2021$1,253,000
+0.2%
56,650
+0.5%
0.15%
+0.7%
Q2 2021$1,251,000
-0.5%
56,390
-0.5%
0.15%
-11.4%
Q1 2021$1,257,000
+21.0%
56,680
+22.1%
0.17%
+11.3%
Q4 2020$1,039,000
+52.6%
46,425
+51.2%
0.15%
+35.1%
Q3 2020$681,000
+3.2%
30,710
+2.5%
0.11%
-9.0%
Q2 2020$660,000
-0.5%
29,960
-6.7%
0.12%
-17.6%
Q1 2020$663,000
+18.4%
32,125
+23.2%
0.15%
+55.8%
Q4 2019$560,000
+30.8%
26,080
+30.6%
0.10%
+13.1%
Q3 2019$428,000
+49.1%
19,970
+47.7%
0.08%
+44.8%
Q2 2019$287,000
+3.2%
13,520
+0.9%
0.06%
-1.7%
Q1 2019$278,00013,4000.06%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 588,969$13,187,0008.12%
Fusion Family Wealth LLC 1,709,830$38,283,0006.76%
S.E.E.D. Planning Group LLC 404,453$9,056,0005.44%
DWM Financial Group, Inc. 153,929$3,446,0004.69%
Vista Private Wealth Partners. LLC 406,918$9,111,0004.53%
Goepper Burkhardt LLC 225,630$5,052,0003.66%
1834 INVESTMENT ADVISORS CO 1,042,824$23,349,0003.11%
Advisors Preferred, LLC 745,080$16,682,0003.10%
Marietta Wealth Management, LLC 454,349$10,173,0002.80%
Pacific Wealth Strategies Group, Inc. 287,829$6,439,0002.78%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders