INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $306,000 | -52.3% | 14,225 | -52.1% | 0.21% | -51.7% |
| Q2 2021 | $642,000 | -6.7% | 29,715 | -6.5% | 0.44% | -13.6% |
| Q1 2021 | $688,000 | -11.2% | 31,775 | -10.9% | 0.51% | -9.8% |
| Q4 2020 | $775,000 | +3.1% | 35,650 | +3.5% | 0.56% | -6.3% |
| Q3 2020 | $752,000 | +47.5% | 34,430 | +47.4% | 0.60% | +31.4% |
| Q2 2020 | $510,000 | +40.1% | 23,355 | +36.0% | 0.46% | +14.6% |
| Q1 2020 | $364,000 | -15.7% | 17,175 | -14.5% | 0.40% | -1.2% |
| Q4 2019 | $432,000 | +71.4% | 20,085 | +71.6% | 0.40% | +59.9% |
| Q3 2019 | $252,000 | +2.4% | 11,705 | +1.7% | 0.25% | +1.2% |
| Q2 2019 | $246,000 | +4.7% | 11,505 | +3.6% | 0.25% | +4.6% |
| Q1 2019 | $235,000 | +39.9% | 11,105 | +36.3% | 0.24% | +31.5% |
| Q4 2018 | $168,000 | +63.1% | 8,145 | +63.4% | 0.18% | +90.5% |
| Q3 2018 | $103,000 | +3.0% | 4,985 | +2.5% | 0.10% | -2.1% |
| Q2 2018 | $100,000 | – | 4,865 | – | 0.10% | – |
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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% |