INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 310 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $386,000 | +0.3% | 18,199 | +0.2% | 0.35% | -1.4% |
| Q2 2022 | $385,000 | 0.0% | 18,165 | +0.1% | 0.35% | +19.4% |
| Q1 2022 | $385,000 | 0.0% | 18,139 | +0.8% | 0.29% | +9.7% |
| Q4 2021 | $385,000 | -3.0% | 17,997 | -2.4% | 0.27% | -8.2% |
| Q3 2021 | $397,000 | -7.2% | 18,438 | -7.1% | 0.29% | -1.7% |
| Q2 2021 | $428,000 | -37.6% | 19,838 | -37.4% | 0.30% | +17.4% |
| Q1 2021 | $686,000 | +160.8% | 31,670 | +162.0% | 0.25% | +24.6% |
| Q4 2020 | $263,000 | +6.0% | 12,089 | +6.7% | 0.20% | -3.3% |
| Q3 2020 | $248,000 | 0.0% | 11,328 | +0.0% | 0.21% | -13.9% |
| Q2 2020 | $248,000 | -3.9% | 11,324 | -7.2% | 0.24% | -16.2% |
| Q1 2020 | $258,000 | -48.9% | 12,203 | -48.0% | 0.29% | -32.8% |
| Q4 2019 | $505,000 | +13.0% | 23,486 | +13.2% | 0.43% | +6.1% |
| Q3 2019 | $447,000 | -0.9% | 20,739 | -1.8% | 0.41% | -0.5% |
| Q2 2019 | $451,000 | +7.4% | 21,121 | +6.1% | 0.41% | +6.2% |
| Q1 2019 | $420,000 | +17.6% | 19,902 | +16.5% | 0.39% | +15.2% |
| Q4 2018 | $357,000 | +42.8% | 17,088 | +40.5% | 0.34% | +46.3% |
| Q3 2018 | $250,000 | 0.0% | 12,159 | +0.6% | 0.23% | -18.8% |
| Q2 2018 | $250,000 | – | 12,087 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Barn Wealth, LLC | 470,892 | $9,978,000 | 7.65% |
| Strategic Family Wealth Counselors, L.L.C. | 751,306 | $15,920,000 | 7.64% |
| TLWM | 735,989 | $15,592,000 | 5.97% |
| Advisors Preferred, LLC | 1,064,560 | $22,558,000 | 5.88% |
| Blossom Wealth Management | 53,918 | $1,143,000 | 5.79% |
| Asset Dedication, LLC | 1,766,392 | $37,444,000 | 5.56% |
| Vista Private Wealth Partners. LLC | 459,780 | $9,747,000 | 4.59% |
| S.E.E.D. Planning Group LLC | 451,647 | $9,570,000 | 4.33% |
| Goepper Burkhardt LLC | 273,081 | $5,787,000 | 4.08% |
| 4Thought Financial Group Inc. | 196,195 | $4,157,000 | 3.90% |