INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 255 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $593,000 | +0.2% | 27,743 | +0.9% | 0.04% | -8.3% |
| Q3 2021 | $592,000 | +10.2% | 27,500 | +10.5% | 0.05% | +41.2% |
| Q2 2021 | $537,000 | +3.5% | 24,891 | +3.7% | 0.03% | -8.1% |
| Q1 2021 | $519,000 | +9.7% | 24,006 | +10.4% | 0.04% | -5.1% |
| Q4 2020 | $473,000 | -0.6% | 21,748 | -0.2% | 0.04% | -18.8% |
| Q3 2020 | $476,000 | +8.7% | 21,798 | +8.6% | 0.05% | -20.0% |
| Q2 2020 | $438,000 | -3.5% | 20,076 | -6.3% | 0.06% | -7.7% |
| Q1 2020 | $454,000 | -1.1% | 21,418 | +0.3% | 0.06% | +20.4% |
| Q4 2019 | $459,000 | +7.0% | 21,344 | +6.9% | 0.05% | -6.9% |
| Q3 2019 | $429,000 | +16.9% | 19,965 | +16.3% | 0.06% | +9.4% |
| Q2 2019 | $367,000 | -1.6% | 17,173 | -2.6% | 0.05% | -14.5% |
| Q1 2019 | $373,000 | +36.6% | 17,640 | +33.3% | 0.06% | +17.0% |
| Q4 2018 | $273,000 | – | 13,236 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 665,368 | $14,472,000 | 7.57% |
| Fusion Family Wealth LLC | 1,736,187 | $37,762,000 | 6.67% |
| Eagle Capital Management, LLC | 841,704 | $18,307,000 | 6.58% |
| Lido Advisors, LLC | 12,267,184 | $266,811,000 | 5.56% |
| TLWM | 619,976 | $13,484,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 409,840 | $8,914,000 | 5.35% |
| Ironwood Financial, llc | 631,570 | $13,737,000 | 5.14% |
| DWM Financial Group, Inc. | 155,601 | $3,384,000 | 4.61% |
| Red Spruce Capital, LLC | 299,513 | $6,514,000 | 4.52% |
| Strategic Family Wealth Counselors, L.L.C. | 394,925 | $8,590,000 | 4.43% |