INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 254 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $196,000 | -1.0% | 9,183 | 0.0% | 0.01% | -13.3% |
| Q3 2021 | $198,000 | 0.0% | 9,183 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $198,000 | -0.5% | 9,183 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $199,000 | -17.1% | 9,183 | -16.6% | 0.02% | -21.7% |
| Q4 2020 | $240,000 | -12.1% | 11,014 | -11.8% | 0.02% | -20.7% |
| Q3 2020 | $273,000 | 0.0% | 12,485 | -0.2% | 0.03% | -9.4% |
| Q2 2020 | $273,000 | +17.2% | 12,505 | +13.5% | 0.03% | +6.7% |
| Q1 2020 | $233,000 | +31.6% | 11,021 | +33.7% | 0.03% | +66.7% |
| Q4 2019 | $177,000 | +4.1% | 8,243 | +4.4% | 0.02% | 0.0% |
| Q3 2019 | $170,000 | +0.6% | 7,896 | +0.2% | 0.02% | 0.0% |
| Q2 2019 | $169,000 | +31.0% | 7,884 | +29.4% | 0.02% | -45.5% |
| Q1 2019 | $129,000 | +61.2% | 6,091 | +56.2% | 0.03% | +94.1% |
| Q4 2018 | $80,000 | -1.2% | 3,900 | 0.0% | 0.02% | -55.3% |
| Q3 2018 | $81,000 | – | 3,900 | – | 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% |