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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $992,000 | -91.9% | 46,818 | -91.9% | 0.59% | -87.1% |
| Q1 2022 | $12,284,000 | -44.9% | 577,815 | -44.5% | 4.58% | -21.6% |
| Q4 2021 | $22,276,000 | -3.5% | 1,041,413 | -2.8% | 5.83% | -6.9% |
| Q3 2021 | $23,077,000 | +5.3% | 1,071,837 | +5.6% | 6.27% | +1.1% |
| Q2 2021 | $21,923,000 | +4.0% | 1,015,442 | +4.2% | 6.20% | -3.7% |
| Q1 2021 | $21,081,000 | +15.2% | 974,162 | +15.7% | 6.44% | -2.0% |
| Q4 2020 | $18,307,000 | +24.2% | 841,704 | +24.7% | 6.58% | +8.1% |
| Q3 2020 | $14,744,000 | – | 675,106 | – | 6.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |