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 | $8,937,000 | -1.1% | 421,955 | -1.0% | 0.02% | 0.0% |
| Q2 2022 | $9,033,000 | -19.7% | 426,329 | -19.4% | 0.02% | -9.1% |
| Q1 2022 | $11,248,000 | +5.6% | 528,949 | +6.2% | 0.02% | +10.0% |
| Q4 2021 | $10,652,000 | -25.0% | 497,985 | -24.5% | 0.02% | -33.3% |
| Q3 2021 | $14,197,000 | -3.3% | 659,416 | -3.0% | 0.03% | -6.2% |
| Q2 2021 | $14,677,000 | +12.5% | 679,718 | +12.7% | 0.03% | +3.2% |
| Q1 2021 | $13,050,000 | +11.3% | 603,019 | +11.8% | 0.03% | 0.0% |
| Q4 2020 | $11,730,000 | +29.0% | 539,294 | +29.6% | 0.03% | +14.8% |
| Q3 2020 | $9,090,000 | +5.4% | 416,183 | +5.3% | 0.03% | -6.9% |
| Q2 2020 | $8,626,000 | +9.1% | 395,376 | +0.0% | 0.03% | -9.4% |
| Q1 2020 | $7,909,000 | – | 395,214 | – | 0.03% | – |
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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% |