INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 253 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |