INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 168 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $454,000 | -51.1% | 21,458 | -51.1% | 0.07% | -51.1% |
| Q2 2022 | $929,000 | +1.3% | 43,837 | +1.6% | 0.14% | +7.1% |
| Q1 2022 | $917,000 | -0.8% | 43,156 | +0.6% | 0.13% | -20.8% |
| Q4 2021 | $924,000 | 0.0% | 42,906 | 0.0% | 0.16% | 0.0% |
| Q3 2021 | $924,000 | -44.3% | 42,906 | -44.2% | 0.16% | -14.5% |
| Q2 2021 | $1,660,000 | -2.8% | 76,885 | -2.5% | 0.19% | -49.5% |
| Q1 2021 | $1,707,000 | -6.7% | 78,851 | -6.2% | 0.37% | -17.7% |
| Q4 2020 | $1,829,000 | -14.3% | 84,078 | -13.9% | 0.45% | -26.2% |
| Q3 2020 | $2,134,000 | -13.3% | 97,678 | -13.4% | 0.61% | -22.9% |
| Q2 2020 | $2,460,000 | -71.5% | 112,750 | -72.4% | 0.79% | -83.2% |
| Q1 2020 | $8,639,000 | -12.0% | 407,850 | -10.7% | 4.68% | +0.9% |
| Q4 2019 | $9,818,000 | +1.6% | 456,534 | +1.5% | 4.64% | -4.8% |
| Q3 2019 | $9,664,000 | -3.9% | 449,695 | -4.4% | 4.88% | -3.9% |
| Q2 2019 | $10,061,000 | +0.3% | 470,289 | -1.0% | 5.08% | +1.8% |
| Q1 2019 | $10,033,000 | +4.3% | 475,056 | +1.8% | 4.99% | +0.5% |
| Q4 2018 | $9,616,000 | -49.8% | 466,577 | -49.7% | 4.96% | -7.5% |
| Q3 2018 | $19,166,000 | +7.4% | 927,936 | +7.3% | 5.36% | +2.7% |
| Q2 2018 | $17,852,000 | – | 864,456 | – | 5.22% | – |
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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% |