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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,369,000 | +9.6% | 111,871 | +9.6% | 0.71% | +16.0% |
| Q2 2022 | $2,162,000 | -0.3% | 102,047 | +0.0% | 0.61% | +21.8% |
| Q1 2022 | $2,169,000 | -0.7% | 102,028 | -0.1% | 0.50% | -9.4% |
| Q4 2021 | $2,185,000 | -4.6% | 102,181 | -4.0% | 0.56% | -12.2% |
| Q3 2021 | $2,291,000 | -0.6% | 106,444 | -0.3% | 0.63% | -5.2% |
| Q2 2021 | $2,304,000 | +7.5% | 106,738 | +7.7% | 0.67% | +3.4% |
| Q1 2021 | $2,144,000 | +141.4% | 99,085 | +142.5% | 0.65% | +98.2% |
| Q4 2020 | $888,000 | +19.5% | 40,860 | +20.0% | 0.33% | +3.8% |
| Q3 2020 | $743,000 | – | 34,060 | – | 0.31% | – |
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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% |