INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 286 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $514,000 | -5.0% | 24,255 | -5.1% | 0.06% | -7.7% |
| Q2 2022 | $541,000 | -3.0% | 25,553 | -2.6% | 0.06% | -17.7% |
| Q1 2022 | $558,000 | -17.9% | 26,238 | -17.5% | 0.08% | -9.2% |
| Q4 2021 | $680,000 | -52.0% | 31,807 | -51.6% | 0.09% | -25.0% |
| Q3 2021 | $1,417,000 | -16.5% | 65,769 | -16.4% | 0.12% | -29.3% |
| Q2 2021 | $1,698,000 | +69.1% | 78,638 | +69.4% | 0.16% | -48.3% |
| Q1 2021 | $1,004,000 | -28.2% | 46,412 | -27.8% | 0.32% | -35.4% |
| Q4 2020 | $1,399,000 | +0.6% | 64,314 | +1.0% | 0.49% | -12.0% |
| Q3 2020 | $1,390,000 | +5.5% | 63,661 | +5.4% | 0.56% | -9.1% |
| Q2 2020 | $1,318,000 | -1.0% | 60,409 | -3.9% | 0.61% | -21.0% |
| Q1 2020 | $1,331,000 | – | 62,829 | – | 0.78% | – |
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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% |