INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 213 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,746,000 | -1.1% | 129,183 | -0.5% | 0.63% | +4.0% |
| Q4 2021 | $2,776,000 | -5.2% | 129,779 | -4.8% | 0.60% | -3.8% |
| Q3 2021 | $2,928,000 | -5.6% | 136,322 | -4.9% | 0.63% | -18.9% |
| Q1 2021 | $3,101,000 | -3.3% | 143,293 | -2.8% | 0.77% | -13.7% |
| Q4 2020 | $3,207,000 | -0.8% | 147,448 | -0.4% | 0.90% | -14.2% |
| Q3 2020 | $3,232,000 | +1.3% | 147,970 | +1.1% | 1.04% | -7.3% |
| Q2 2020 | $3,192,000 | +0.4% | 146,304 | -2.5% | 1.13% | -19.6% |
| Q1 2020 | $3,180,000 | -0.5% | 150,125 | +1.1% | 1.40% | +25.3% |
| Q4 2019 | $3,195,000 | -14.3% | 148,550 | -14.4% | 1.12% | -16.6% |
| Q3 2019 | $3,728,000 | +3.1% | 173,490 | +2.6% | 1.34% | +0.1% |
| Q2 2019 | $3,616,000 | +16.1% | 169,017 | +14.6% | 1.34% | +17.1% |
| Q1 2019 | $3,115,000 | +191.9% | 147,512 | +185.0% | 1.14% | +141.6% |
| Q4 2018 | $1,067,000 | +299.6% | 51,755 | +300.4% | 0.47% | +351.4% |
| Q3 2018 | $267,000 | – | 12,927 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |