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 | $6,832,000 | -0.9% | 322,584 | -0.8% | 0.76% | -0.4% |
| Q2 2022 | $6,891,000 | +2.2% | 325,182 | +2.5% | 0.76% | +16.6% |
| Q1 2022 | $6,744,000 | +14.0% | 317,219 | +14.6% | 0.66% | +16.1% |
| Q4 2021 | $5,917,000 | +9.2% | 276,747 | +10.0% | 0.56% | -2.1% |
| Q3 2021 | $5,418,000 | +16.2% | 251,655 | +16.5% | 0.58% | +17.3% |
| Q2 2021 | $4,664,000 | +19.0% | 216,019 | +19.3% | 0.49% | +6.0% |
| Q1 2021 | $3,918,000 | +26.1% | 181,032 | +26.8% | 0.46% | +18.7% |
| Q4 2020 | $3,106,000 | +39.4% | 142,802 | +40.0% | 0.39% | +18.2% |
| Q3 2020 | $2,228,000 | +71.3% | 102,006 | +71.1% | 0.33% | +57.1% |
| Q2 2020 | $1,301,000 | +49.2% | 59,626 | +44.9% | 0.21% | +25.0% |
| Q1 2020 | $872,000 | +142.2% | 41,152 | +145.6% | 0.17% | +189.7% |
| Q4 2019 | $360,000 | – | 16,757 | – | 0.06% | – |
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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% |