INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 238 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,881,000 | -1.0% | 88,457 | -0.4% | 1.41% | +3.1% |
| Q4 2021 | $1,900,000 | -0.9% | 88,809 | -0.2% | 1.37% | -8.8% |
| Q3 2021 | $1,917,000 | -0.4% | 89,027 | -0.1% | 1.50% | +14.0% |
| Q2 2021 | $1,925,000 | -0.7% | 89,156 | -0.4% | 1.31% | -12.5% |
| Q1 2021 | $1,938,000 | -1.2% | 89,538 | -0.7% | 1.50% | -17.9% |
| Q4 2020 | $1,962,000 | -3.0% | 90,210 | -2.6% | 1.83% | -20.9% |
| Q3 2020 | $2,022,000 | -1.2% | 92,591 | -1.2% | 2.31% | -21.3% |
| Q2 2020 | $2,046,000 | +0.2% | 93,760 | -2.7% | 2.94% | -19.6% |
| Q1 2020 | $2,042,000 | -19.0% | 96,408 | -17.8% | 3.65% | +61.1% |
| Q4 2019 | $2,522,000 | – | 117,278 | – | 2.26% | – |
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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% |