Windward Private Wealth Management Inc. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
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$1,955,00089,8990.91%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
Blue Barn Wealth, LLC 470,892$9,978,0007.65%
Strategic Family Wealth Counselors, L.L.C. 751,306$15,920,0007.64%
TLWM 735,989$15,592,0005.97%
Advisors Preferred, LLC 1,064,560$22,558,0005.88%
Blossom Wealth Management 53,918$1,143,0005.79%
Asset Dedication, LLC 1,766,392$37,444,0005.56%
Vista Private Wealth Partners. LLC 459,780$9,747,0004.59%
S.E.E.D. Planning Group LLC 451,647$9,570,0004.33%
Goepper Burkhardt LLC 273,081$5,787,0004.08%
4Thought Financial Group Inc. 196,195$4,157,0003.90%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders