INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 321 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $286,000 | 0.0% | 13,500 | 0.0% | 0.40% | +8.2% |
| Q2 2022 | $286,000 | -81.8% | 13,500 | -81.7% | 0.37% | -44.0% |
| Q1 2022 | $1,569,000 | -67.4% | 73,806 | -67.2% | 0.66% | -60.9% |
| Q4 2021 | $4,820,000 | -0.8% | 225,351 | -0.1% | 1.68% | -6.6% |
| Q3 2021 | $4,859,000 | +25.5% | 225,674 | +25.9% | 1.80% | +21.4% |
| Q2 2021 | $3,871,000 | -11.5% | 179,301 | -11.3% | 1.48% | -19.2% |
| Q1 2021 | $4,373,000 | +12.8% | 202,092 | +13.3% | 1.83% | +9.5% |
| Q4 2020 | $3,878,000 | +11.9% | 178,361 | +12.4% | 1.68% | -8.0% |
| Q3 2020 | $3,465,000 | +52.9% | 158,672 | +52.8% | 1.82% | +44.6% |
| Q2 2020 | $2,266,000 | +3.2% | 103,859 | +0.2% | 1.26% | -16.0% |
| Q1 2020 | $2,196,000 | +80.6% | 103,682 | +83.4% | 1.50% | +122.9% |
| Q4 2019 | $1,216,000 | -5.7% | 56,539 | -5.8% | 0.67% | -15.4% |
| Q3 2019 | $1,290,000 | -26.3% | 60,018 | -26.6% | 0.79% | -27.6% |
| Q2 2019 | $1,750,000 | -9.7% | 81,791 | -10.8% | 1.10% | -12.4% |
| Q1 2019 | $1,937,000 | +4.1% | 91,707 | +1.6% | 1.25% | -6.2% |
| Q4 2018 | $1,860,000 | -0.2% | 90,246 | +0.0% | 1.33% | +12.0% |
| Q3 2018 | $1,863,000 | +1.5% | 90,207 | +1.5% | 1.19% | -5.9% |
| Q2 2018 | $1,835,000 | – | 88,885 | – | 1.27% | – |
Download | ||||||
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% |