INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,952,000 | -16.9% | 375,457 | -16.9% | 3.72% | -14.2% |
| Q2 2022 | $9,570,000 | -19.2% | 451,647 | -19.0% | 4.33% | -14.2% |
| Q1 2022 | $11,847,000 | -10.9% | 557,249 | -10.3% | 5.05% | -12.4% |
| Q4 2021 | $13,290,000 | +0.6% | 621,305 | +1.3% | 5.77% | -7.4% |
| Q3 2021 | $13,208,000 | +7.5% | 613,470 | +7.8% | 6.23% | +3.0% |
| Q2 2021 | $12,289,000 | +15.1% | 569,200 | +15.4% | 6.05% | +3.3% |
| Q1 2021 | $10,673,000 | +19.7% | 493,217 | +20.3% | 5.86% | +9.4% |
| Q4 2020 | $8,914,000 | +19.6% | 409,840 | +20.1% | 5.35% | -2.1% |
| Q3 2020 | $7,455,000 | +17.3% | 341,335 | +17.2% | 5.46% | +10.0% |
| Q2 2020 | $6,356,000 | +21.1% | 291,279 | +17.6% | 4.97% | -2.5% |
| Q1 2020 | $5,248,000 | +4.9% | 247,777 | +6.5% | 5.10% | +17.2% |
| Q4 2019 | $5,002,000 | – | 232,620 | – | 4.35% | – |
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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% |
| Denver PWM, 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% |