INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $546,000 | -0.2% | 25,799 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $547,000 | -0.2% | 25,799 | 0.0% | 0.07% | +23.2% |
| Q1 2022 | $548,000 | -0.7% | 25,799 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $552,000 | -12.7% | 25,799 | -12.1% | 0.06% | -22.7% |
| Q3 2021 | $632,000 | +8.2% | 29,359 | +8.5% | 0.08% | +8.7% |
| Q2 2021 | $584,000 | -0.3% | 27,059 | 0.0% | 0.07% | -11.5% |
| Q1 2021 | $586,000 | -1.8% | 27,059 | -1.4% | 0.08% | -9.3% |
| Q4 2020 | $597,000 | +88.3% | 27,449 | +89.4% | 0.09% | +68.6% |
| Q3 2020 | $317,000 | -1.2% | 14,495 | -1.4% | 0.05% | -13.6% |
| Q2 2020 | $321,000 | +7.7% | 14,695 | +4.4% | 0.06% | -10.6% |
| Q1 2020 | $298,000 | -10.0% | 14,075 | -8.5% | 0.07% | +17.9% |
| Q4 2019 | $331,000 | +3.4% | 15,375 | +3.2% | 0.06% | -11.1% |
| Q3 2019 | $320,000 | +50.2% | 14,905 | +50.0% | 0.06% | +46.5% |
| Q2 2019 | $213,000 | +2.9% | 9,935 | +1.3% | 0.04% | -2.3% |
| Q1 2019 | $207,000 | – | 9,805 | – | 0.04% | – |
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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% |