INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 246 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $410,000 | 0.0% | 19,378 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $410,000 | +17.5% | 19,378 | +21.4% | 0.02% | -57.9% |
| Q3 2020 | $349,000 | -43.1% | 15,959 | -43.2% | 0.06% | -48.6% |
| Q2 2020 | $613,000 | -5.4% | 28,113 | -8.2% | 0.11% | -25.5% |
| Q1 2020 | $648,000 | -5.3% | 30,635 | -3.6% | 0.15% | +43.3% |
| Q4 2019 | $684,000 | -4.6% | 31,790 | -4.5% | 0.10% | -30.2% |
| Q3 2019 | $717,000 | -8.3% | 33,277 | -8.9% | 0.15% | +44.7% |
| Q2 2019 | $782,000 | -1.4% | 36,544 | -2.8% | 0.10% | -41.8% |
| Q1 2019 | $793,000 | -1.2% | 37,596 | -3.7% | 0.18% | -18.1% |
| Q4 2018 | $803,000 | – | 39,035 | – | 0.22% | – |
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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% |