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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $870,000 | -5.7% | 40,666 | -5.1% | 0.40% | -19.3% |
| Q3 2021 | $923,000 | +15.8% | 42,850 | +16.1% | 0.50% | +11.7% |
| Q2 2021 | $797,000 | +1.1% | 36,902 | +1.3% | 0.44% | -6.7% |
| Q1 2021 | $788,000 | +7.2% | 36,423 | +7.8% | 0.48% | -0.4% |
| Q4 2020 | $735,000 | -58.4% | 33,789 | -58.2% | 0.48% | -63.7% |
| Q3 2020 | $1,765,000 | -0.7% | 80,825 | -0.8% | 1.32% | -7.9% |
| Q2 2020 | $1,778,000 | +6.1% | 81,483 | +3.1% | 1.44% | -11.1% |
| Q1 2020 | $1,675,000 | +3.8% | 79,071 | +5.4% | 1.61% | +25.0% |
| Q4 2019 | $1,613,000 | +8.0% | 74,994 | +7.9% | 1.29% | +3.4% |
| Q3 2019 | $1,494,000 | +23.5% | 69,509 | +22.9% | 1.25% | +17.3% |
| Q2 2019 | $1,210,000 | – | 56,572 | – | 1.06% | – |
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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% |