INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 321 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,702,000 | -1.6% | 221,997 | -1.5% | 2.58% | +3.2% |
| Q2 2022 | $4,778,000 | +2.2% | 225,489 | +2.6% | 2.50% | +16.2% |
| Q1 2022 | $4,674,000 | +28.8% | 219,828 | +29.6% | 2.15% | +33.0% |
| Q4 2021 | $3,629,000 | +12.6% | 169,641 | +13.3% | 1.62% | +4.7% |
| Q3 2021 | $3,223,000 | +23.2% | 149,698 | +23.5% | 1.55% | +26.2% |
| Q2 2021 | $2,617,000 | – | 121,235 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |