INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $989,000 | -30.1% | 46,718 | -30.1% | 0.74% | -22.4% |
| Q2 2022 | $1,415,000 | -0.1% | 66,789 | +0.2% | 0.96% | +10.6% |
| Q1 2022 | $1,416,000 | -0.4% | 66,627 | +0.2% | 0.87% | +2.2% |
| Q4 2021 | $1,422,000 | -7.8% | 66,473 | -7.2% | 0.85% | -13.9% |
| Q3 2021 | $1,542,000 | 0.0% | 71,635 | +0.3% | 0.98% | -0.1% |
| Q2 2021 | $1,542,000 | -4.1% | 71,424 | -3.9% | 0.98% | -12.2% |
| Q1 2021 | $1,608,000 | -0.2% | 74,303 | +0.3% | 1.12% | -4.8% |
| Q4 2020 | $1,611,000 | -7.9% | 74,065 | -7.5% | 1.18% | -18.1% |
| Q3 2020 | $1,749,000 | +0.1% | 80,084 | -0.0% | 1.44% | -10.8% |
| Q2 2020 | $1,748,000 | +3.1% | 80,103 | +0.0% | 1.62% | -14.9% |
| Q1 2020 | $1,696,000 | -1.5% | 80,080 | +0.1% | 1.90% | +17.3% |
| Q4 2019 | $1,721,000 | +0.6% | 80,023 | +0.5% | 1.62% | -5.7% |
| Q3 2019 | $1,711,000 | +0.9% | 79,609 | +0.5% | 1.72% | +0.5% |
| Q2 2019 | $1,695,000 | +1.9% | 79,216 | +0.5% | 1.71% | +15.1% |
| Q1 2019 | $1,664,000 | +2.9% | 78,826 | +0.5% | 1.48% | -10.4% |
| Q4 2018 | $1,617,000 | -31.7% | 78,454 | -31.5% | 1.65% | -22.8% |
| Q3 2018 | $2,366,000 | -3.7% | 114,527 | -3.8% | 2.14% | -10.5% |
| Q2 2018 | $2,458,000 | – | 119,009 | – | 2.39% | – |
Download | ||||||
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% |