INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 253 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |