INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $214,000 | 0.0% | 10,087 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $214,000 | -0.9% | 10,087 | -0.6% | 0.02% | +15.8% |
| Q1 2022 | $216,000 | -8.9% | 10,143 | -7.5% | 0.02% | -24.0% |
| Q2 2021 | $237,000 | +0.4% | 10,963 | +0.7% | 0.02% | -10.7% |
| Q1 2021 | $236,000 | -3.7% | 10,885 | -3.5% | 0.03% | -12.5% |
| Q4 2020 | $245,000 | -0.4% | 11,277 | 0.0% | 0.03% | -15.8% |
| Q3 2020 | $246,000 | 0.0% | 11,277 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $246,000 | – | 11,277 | – | 0.04% | – |
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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% |