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 | $6,636,000 | -7.3% | 313,292 | -7.2% | 3.12% | -1.8% |
| Q2 2022 | $7,156,000 | -7.6% | 337,729 | -7.3% | 3.18% | -0.9% |
| Q1 2022 | $7,743,000 | -23.5% | 364,189 | -23.0% | 3.21% | -11.7% |
| Q4 2021 | $10,117,000 | +14.1% | 472,975 | +14.8% | 3.63% | -3.5% |
| Q3 2021 | $8,869,000 | +10.5% | 411,932 | +10.8% | 3.76% | -11.8% |
| Q2 2021 | $8,025,000 | +5.9% | 371,716 | +6.1% | 4.26% | +18.6% |
| Q1 2021 | $7,578,000 | +14.8% | 350,194 | +15.4% | 3.60% | +4.9% |
| Q4 2020 | $6,603,000 | +13.8% | 303,591 | +14.3% | 3.43% | +4.5% |
| Q3 2020 | $5,802,000 | +2.5% | 265,682 | +2.4% | 3.28% | -3.2% |
| Q2 2020 | $5,659,000 | +3.7% | 259,360 | +0.7% | 3.39% | -11.3% |
| Q1 2020 | $5,455,000 | +27.7% | 257,533 | +29.7% | 3.82% | +34.3% |
| Q4 2019 | $4,271,000 | – | 198,604 | – | 2.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |