INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,194,000 | -4.9% | 150,805 | -4.8% | 2.98% | +1.5% |
| Q2 2022 | $3,357,000 | -2.0% | 158,435 | -1.7% | 2.94% | +18.3% |
| Q1 2022 | $3,426,000 | +12.2% | 161,135 | +12.8% | 2.49% | +20.9% |
| Q4 2021 | $3,054,000 | -1.6% | 142,795 | -0.9% | 2.06% | -6.5% |
| Q3 2021 | $3,103,000 | +2.9% | 144,145 | +3.2% | 2.20% | +3.4% |
| Q2 2021 | $3,016,000 | +9.8% | 139,695 | +10.0% | 2.13% | +1.3% |
| Q1 2021 | $2,748,000 | +15.3% | 126,970 | +15.8% | 2.10% | +9.5% |
| Q4 2020 | $2,384,000 | +9.0% | 109,620 | +9.4% | 1.92% | -2.5% |
| Q3 2020 | $2,188,000 | +13.1% | 100,180 | +13.0% | 1.96% | +7.6% |
| Q2 2020 | $1,934,000 | +6.6% | 88,655 | +3.5% | 1.83% | -7.2% |
| Q1 2020 | $1,814,000 | +70.6% | 85,645 | +73.2% | 1.97% | +91.8% |
| Q4 2019 | $1,063,000 | – | 49,445 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |