INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $563,000 | -0.2% | 26,604 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $564,000 | -0.4% | 26,604 | -0.0% | 0.05% | +11.4% |
| Q1 2022 | $566,000 | -0.5% | 26,614 | 0.0% | 0.04% | +2.3% |
| Q4 2021 | $569,000 | -5.6% | 26,614 | -5.0% | 0.04% | -12.2% |
| Q3 2021 | $603,000 | -0.3% | 28,011 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $605,000 | -0.2% | 28,011 | 0.0% | 0.05% | -7.5% |
| Q1 2021 | $606,000 | -58.8% | 28,011 | -58.7% | 0.05% | -19.7% |
| Q4 2020 | $1,471,000 | +91.5% | 67,760 | +92.7% | 0.07% | -14.3% |
| Q3 2020 | $768,000 | +0.1% | 35,166 | 0.0% | 0.08% | -6.1% |
| Q2 2020 | $767,000 | +3.0% | 35,166 | 0.0% | 0.08% | -14.6% |
| Q1 2020 | $745,000 | -27.1% | 35,166 | -26.0% | 0.10% | -15.0% |
| Q4 2019 | $1,022,000 | +0.1% | 47,542 | 0.0% | 0.11% | -8.1% |
| Q3 2019 | $1,021,000 | +0.4% | 47,542 | 0.0% | 0.12% | +1.7% |
| Q2 2019 | $1,017,000 | +1.3% | 47,542 | 0.0% | 0.12% | +4.3% |
| Q1 2019 | $1,004,000 | +2.4% | 47,542 | 0.0% | 0.12% | -8.7% |
| Q4 2018 | $980,000 | -5.1% | 47,542 | -4.9% | 0.13% | +4.1% |
| Q3 2018 | $1,033,000 | +0.1% | 49,992 | 0.0% | 0.12% | -4.7% |
| Q2 2018 | $1,032,000 | -0.6% | 49,992 | 0.0% | 0.13% | -0.8% |
| Q1 2018 | $1,038,000 | -26.5% | 49,992 | -25.1% | 0.13% | -23.7% |
| Q4 2017 | $1,413,000 | -1.1% | 66,744 | 0.0% | 0.17% | -5.1% |
| Q3 2017 | $1,429,000 | +0.4% | 66,744 | 0.0% | 0.18% | -1.7% |
| Q2 2017 | $1,423,000 | +2.4% | 66,744 | +1.1% | 0.18% | +0.6% |
| Q1 2017 | $1,390,000 | +72.5% | 66,042 | +71.3% | 0.18% | +45.2% |
| Q4 2016 | $806,000 | -3.5% | 38,551 | +577.6% | 0.12% | -1.6% |
| Q3 2016 | $835,000 | +0.6% | 5,689 | -85.2% | 0.13% | -2.3% |
| Q2 2016 | $830,000 | +2.7% | 38,551 | +0.5% | 0.13% | -0.8% |
| Q1 2016 | $808,000 | – | 38,361 | – | 0.13% | – |
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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% |