INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $638,000 | -11.6% | 30,072 | -11.8% | 0.22% | -5.7% |
| Q2 2022 | $722,000 | -0.7% | 34,095 | -0.4% | 0.23% | +16.2% |
| Q1 2022 | $727,000 | -0.7% | 34,219 | 0.0% | 0.20% | -1.0% |
| Q4 2021 | $732,000 | +29.8% | 34,219 | +30.6% | 0.20% | +18.3% |
| Q3 2021 | $564,000 | +17.5% | 26,198 | +17.9% | 0.17% | +29.0% |
| Q2 2021 | $480,000 | -15.9% | 22,224 | -15.8% | 0.13% | +10.1% |
| Q1 2021 | $571,000 | +1.1% | 26,382 | +1.5% | 0.12% | -5.6% |
| Q4 2020 | $565,000 | -14.0% | 25,991 | -13.7% | 0.13% | -25.0% |
| Q3 2020 | $657,000 | +1.1% | 30,101 | +1.0% | 0.17% | +8.4% |
| Q2 2020 | $650,000 | – | 29,809 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |