INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $456,000 | -11.5% | 21,510 | -11.5% | 0.19% | -10.4% |
| Q2 2022 | $515,000 | +5.5% | 24,298 | +5.8% | 0.21% | +23.4% |
| Q1 2022 | $488,000 | -5.2% | 22,957 | -4.6% | 0.17% | -7.1% |
| Q4 2021 | $515,000 | +10.8% | 24,073 | +11.5% | 0.18% | -0.5% |
| Q3 2021 | $465,000 | +11.0% | 21,582 | +11.2% | 0.18% | +11.4% |
| Q2 2021 | $419,000 | +3.5% | 19,413 | +3.8% | 0.17% | -0.6% |
| Q1 2021 | $405,000 | +7.4% | 18,694 | +7.8% | 0.17% | -2.3% |
| Q4 2020 | $377,000 | +7.4% | 17,340 | +8.0% | 0.17% | -8.1% |
| Q3 2020 | $351,000 | +10.4% | 16,059 | +10.2% | 0.19% | +2.8% |
| Q2 2020 | $318,000 | +19.1% | 14,568 | +15.6% | 0.18% | -10.0% |
| Q1 2020 | $267,000 | +6.8% | 12,600 | +8.4% | 0.20% | +40.6% |
| Q4 2019 | $250,000 | – | 11,627 | – | 0.14% | – |
Download | ||||||
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% |