INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 239 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,888,000 | +11.1% | 136,364 | +11.1% | 0.02% | +9.5% |
| Q2 2022 | $2,600,000 | +39.9% | 122,706 | +40.3% | 0.02% | +61.5% |
| Q1 2022 | $1,859,000 | +126.4% | 87,453 | +128.0% | 0.01% | +116.7% |
| Q4 2021 | $821,000 | -10.0% | 38,364 | -8.9% | 0.01% | -33.3% |
| Q1 2021 | $912,000 | -19.8% | 42,128 | -19.4% | 0.01% | -30.8% |
| Q4 2020 | $1,137,000 | +293.4% | 52,271 | +294.4% | 0.01% | +225.0% |
| Q2 2020 | $289,000 | -40.4% | 13,252 | -42.2% | 0.00% | -63.6% |
| Q1 2020 | $485,000 | -25.6% | 22,919 | -24.3% | 0.01% | -21.4% |
| Q4 2019 | $652,000 | +21.4% | 30,295 | +21.2% | 0.01% | -12.5% |
| Q3 2019 | $537,000 | +39.5% | 25,006 | +38.9% | 0.02% | +33.3% |
| Q2 2019 | $385,000 | – | 18,000 | – | 0.01% | – |
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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% |