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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Blue Barn Wealth, LLC | 541,150 | $11,575,000 | 7.82% |
| Eagle Capital Management, LLC | 1,041,413 | $22,276,000 | 5.83% |
| S.E.E.D. Planning Group LLC | 621,305 | $13,290,000 | 5.77% |
| Fusion Family Wealth LLC | 1,612,021 | $34,481,000 | 5.13% |
| Ironwood Wealth Management, LLC. | 547,472 | $11,710,000 | 5.11% |
| TLWM | 699,126 | $14,954,000 | 5.01% |
| Blossom Wealth Management | 46,663 | $998,000 | 4.92% |
| IMA Wealth, Inc. | 974,771 | $20,850,000 | 4.60% |
| Denver PWM, LLC | 503,254 | $10,769,000 | 4.11% |
| SENTINEL PENSION ADVISORS INC | 596,023 | $12,749,000 | 4.01% |