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 | $492,000 | -9.1% | 23,216 | -9.1% | 0.24% | -4.8% |
| Q2 2022 | $541,000 | -8.9% | 25,542 | -8.6% | 0.25% | +1.6% |
| Q1 2022 | $594,000 | -8.9% | 27,931 | -8.4% | 0.24% | -2.8% |
| Q4 2021 | $652,000 | -12.2% | 30,492 | -11.6% | 0.25% | -16.6% |
| Q3 2021 | $743,000 | -36.8% | 34,501 | -36.7% | 0.30% | -37.5% |
| Q2 2021 | $1,176,000 | -7.5% | 54,473 | -7.2% | 0.48% | -14.4% |
| Q1 2021 | $1,271,000 | -35.0% | 58,721 | -34.7% | 0.56% | -38.2% |
| Q4 2020 | $1,955,000 | – | 89,899 | – | 0.91% | – |
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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% |