INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $372,000 | -0.3% | 17,583 | 0.0% | 0.18% | -13.4% |
| Q2 2022 | $373,000 | +26.9% | 17,583 | +27.2% | 0.20% | +38.4% |
| Q1 2022 | $294,000 | -0.7% | 13,828 | 0.0% | 0.15% | -1.4% |
| Q4 2021 | $296,000 | -0.7% | 13,828 | 0.0% | 0.15% | -12.4% |
| Q3 2021 | $298,000 | 0.0% | 13,828 | 0.0% | 0.17% | +1.2% |
| Q2 2021 | $298,000 | -2.9% | 13,828 | -2.4% | 0.17% | -17.3% |
| Q1 2021 | $307,000 | +138.0% | 14,175 | +138.2% | 0.20% | +110.4% |
| Q4 2020 | $129,000 | -39.4% | 5,951 | -41.2% | 0.10% | -56.0% |
| Q1 2020 | $213,000 | +1.4% | 10,115 | +3.7% | 0.22% | +10.7% |
| Q4 2019 | $210,000 | – | 9,756 | – | 0.20% | – |
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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% |