INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 238 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 | $460,000 | -1.9% | 21,724 | -2.1% | 0.04% | -16.0% |
| Q2 2022 | $469,000 | -6.6% | 22,189 | -6.1% | 0.05% | -2.0% |
| Q1 2022 | $502,000 | -0.6% | 23,631 | 0.0% | 0.05% | +4.1% |
| Q4 2021 | $505,000 | -6.8% | 23,631 | -6.3% | 0.05% | -15.5% |
| Q3 2021 | $542,000 | -0.4% | 25,215 | 0.0% | 0.06% | -4.9% |
| Q2 2021 | $544,000 | -2.9% | 25,215 | -2.7% | 0.06% | -12.9% |
| Q1 2021 | $560,000 | +39.0% | 25,907 | +39.8% | 0.07% | +25.0% |
| Q4 2020 | $403,000 | -0.7% | 18,538 | -0.5% | 0.06% | -15.2% |
| Q3 2020 | $406,000 | +40.0% | 18,625 | +39.9% | 0.07% | +26.9% |
| Q2 2020 | $290,000 | +3.2% | 13,309 | 0.0% | 0.05% | -17.5% |
| Q1 2020 | $281,000 | +2.9% | 13,309 | +4.8% | 0.06% | +26.0% |
| Q4 2019 | $273,000 | +14.7% | 12,705 | +14.2% | 0.05% | +8.7% |
| Q3 2019 | $238,000 | – | 11,121 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,796,164 | $39,228,000 | 7.92% |
| Trust Co of Kansas | 628,235 | $13,721,000 | 6.96% |
| Ironwood Financial, llc | 625,495 | $13,661,000 | 6.86% |
| Eagle Capital Management, LLC | 675,106 | $14,744,000 | 6.08% |
| Lido Advisors, LLC | 10,035,829 | $219,183,000 | 5.61% |
| S.E.E.D. Planning Group LLC | 341,335 | $7,455,000 | 5.46% |
| DWM Financial Group, Inc. | 156,139 | $3,410,000 | 5.33% |
| Strategic Family Wealth Counselors, L.L.C. | 390,421 | $8,527,000 | 4.78% |
| Red Spruce Capital, LLC | 250,283 | $5,466,000 | 4.44% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.24% |