INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $376,000 | +11.6% | 17,733 | +11.3% | 0.15% | +14.5% |
| Q2 2022 | $337,000 | +34.3% | 15,926 | +34.7% | 0.13% | +42.4% |
| Q1 2022 | $251,000 | -6.7% | 11,820 | -6.3% | 0.09% | -8.9% |
| Q4 2021 | $269,000 | -17.7% | 12,611 | -17.0% | 0.10% | -21.7% |
| Q3 2021 | $327,000 | -7.4% | 15,185 | -7.0% | 0.13% | -20.4% |
| Q2 2021 | $353,000 | -1.4% | 16,328 | -1.4% | 0.16% | -6.9% |
| Q1 2021 | $358,000 | -0.6% | 16,553 | +0.0% | 0.17% | -12.6% |
| Q4 2020 | $360,000 | +7.1% | 16,546 | +7.6% | 0.20% | -7.0% |
| Q3 2020 | $336,000 | +7.0% | 15,381 | +7.0% | 0.21% | -13.0% |
| Q2 2020 | $314,000 | +12.1% | 14,372 | +8.9% | 0.25% | -14.0% |
| Q1 2020 | $280,000 | -3.4% | 13,199 | -2.1% | 0.29% | +38.8% |
| Q4 2019 | $290,000 | +36.8% | 13,479 | +36.4% | 0.21% | +24.8% |
| Q3 2019 | $212,000 | +0.5% | 9,885 | +0.2% | 0.16% | -2.9% |
| Q2 2019 | $211,000 | -18.5% | 9,862 | -19.5% | 0.17% | -19.0% |
| Q1 2019 | $259,000 | – | 12,250 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |