INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,768,000 | -6.6% | 366,739 | -6.6% | 2.71% | -3.1% |
| Q2 2022 | $8,321,000 | +0.7% | 392,695 | +1.0% | 2.80% | -0.2% |
| Q1 2022 | $8,265,000 | -35.2% | 388,756 | -34.8% | 2.80% | -30.2% |
| Q4 2021 | $12,749,000 | +3.7% | 596,023 | +4.4% | 4.01% | -4.1% |
| Q3 2021 | $12,295,000 | +7.0% | 571,053 | +7.3% | 4.18% | +4.0% |
| Q2 2021 | $11,489,000 | +21.9% | 532,138 | +26.8% | 4.02% | +16.3% |
| Q1 2021 | $9,427,000 | -4.1% | 419,731 | -7.1% | 3.46% | -3.8% |
| Q4 2020 | $9,825,000 | +8.7% | 451,704 | +9.1% | 3.59% | +2.9% |
| Q3 2020 | $9,040,000 | +8.6% | 413,912 | +8.5% | 3.49% | +0.5% |
| Q2 2020 | $8,325,000 | +12.3% | 381,520 | +9.1% | 3.48% | -3.5% |
| Q1 2020 | $7,410,000 | +18.5% | 349,853 | +20.4% | 3.60% | -11.3% |
| Q4 2019 | $6,251,000 | – | 290,669 | – | 4.06% | – |
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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% |