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 | $279,000 | -3.8% | 13,170 | -3.8% | 0.00% | 0.0% |
| Q2 2022 | $290,000 | -36.5% | 13,690 | -36.3% | 0.00% | 0.0% |
| Q1 2022 | $457,000 | -15.1% | 21,498 | -14.5% | 0.00% | 0.0% |
| Q4 2021 | $538,000 | -0.6% | 25,145 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $541,000 | -9.1% | 25,144 | -8.7% | 0.00% | -50.0% |
| Q2 2021 | $595,000 | -2.0% | 27,543 | -1.8% | 0.00% | 0.0% |
| Q1 2021 | $607,000 | -26.8% | 28,043 | -26.4% | 0.00% | 0.0% |
| Q4 2020 | $829,000 | -1.7% | 38,113 | -1.3% | 0.00% | -33.3% |
| Q3 2020 | $843,000 | -17.3% | 38,614 | -17.3% | 0.00% | -25.0% |
| Q2 2020 | $1,019,000 | -10.7% | 46,706 | -13.3% | 0.00% | -20.0% |
| Q1 2020 | $1,141,000 | -0.6% | 53,851 | +0.9% | 0.01% | +25.0% |
| Q4 2019 | $1,148,000 | +2.5% | 53,382 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $1,120,000 | +0.3% | 52,131 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $1,117,000 | +1.5% | 52,231 | +0.3% | 0.00% | -33.3% |
| Q1 2019 | $1,100,000 | +4.3% | 52,081 | +1.7% | 0.01% | -14.3% |
| Q4 2018 | $1,055,000 | -3.5% | 51,206 | -3.2% | 0.01% | 0.0% |
| Q3 2018 | $1,093,000 | -2.8% | 52,906 | -2.9% | 0.01% | -12.5% |
| Q2 2018 | $1,125,000 | – | 54,481 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |