INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 254 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,097,000 | -9.2% | 146,236 | -9.1% | 0.44% | -4.8% |
| Q2 2022 | $3,409,000 | -20.0% | 160,855 | -19.8% | 0.46% | -7.1% |
| Q1 2022 | $4,263,000 | -2.5% | 200,524 | -1.9% | 0.49% | +0.8% |
| Q4 2021 | $4,372,000 | +9.3% | 204,373 | +7.0% | 0.49% | +1.5% |
| Q3 2021 | $4,000,000 | 0.0% | 190,984 | -7.1% | 0.48% | -3.8% |
| Q2 2021 | $4,000,000 | -20.0% | 205,558 | -2.7% | 0.50% | -23.4% |
| Q1 2021 | $5,000,000 | 0.0% | 211,211 | -2.2% | 0.65% | -10.9% |
| Q4 2020 | $5,000,000 | +1.5% | 216,049 | -4.2% | 0.73% | -11.9% |
| Q3 2020 | $4,924,000 | -3.5% | 225,447 | -3.6% | 0.83% | -10.8% |
| Q2 2020 | $5,104,000 | +1.0% | 233,897 | -2.0% | 0.93% | -21.0% |
| Q1 2020 | $5,055,000 | +4.7% | 238,656 | +6.3% | 1.18% | +11.8% |
| Q4 2019 | $4,830,000 | -3.7% | 224,597 | -3.8% | 1.06% | -11.6% |
| Q3 2019 | $5,018,000 | -4.4% | 233,521 | -4.8% | 1.19% | -4.5% |
| Q2 2019 | $5,247,000 | +0.0% | 245,249 | -1.2% | 1.25% | -6.6% |
| Q1 2019 | $5,245,000 | – | 248,345 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 745,461 | $15,789,000 | 7.75% |
| Blue Barn Wealth, LLC | 464,803 | $9,845,000 | 7.01% |
| TLWM | 705,513 | $14,991,000 | 6.60% |
| Blossom Wealth Management | 52,861 | $1,120,000 | 6.30% |
| Fusion Family Wealth LLC | 1,681,576 | $36,204,000 | 5.44% |
| Asset Dedication, LLC | 1,808,273 | $38,301,000 | 4.21% |
| 4Thought Financial Group Inc. | 193,057 | $4,089,000 | 4.02% |
| S.E.E.D. Planning Group LLC | 375,457 | $7,952,000 | 3.72% |
| Goepper Burkhardt LLC | 217,075 | $4,598,000 | 3.42% |
| Redwood Financial Network Corp | 136,697 | $2,895,000 | 3.30% |