INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 310 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,089,000 | -1.6% | 193,057 | -1.6% | 4.02% | +3.0% |
| Q2 2022 | $4,157,000 | -2.5% | 196,195 | -2.2% | 3.90% | +3.1% |
| Q1 2022 | $4,264,000 | -0.6% | 200,566 | +0.0% | 3.78% | +9.2% |
| Q4 2021 | $4,290,000 | +1.7% | 200,539 | +2.4% | 3.46% | -5.4% |
| Q3 2021 | $4,217,000 | +9.6% | 195,882 | +9.9% | 3.66% | +5.5% |
| Q2 2021 | $3,849,000 | +3.2% | 178,289 | +3.4% | 3.47% | -3.5% |
| Q1 2021 | $3,731,000 | – | 172,405 | – | 3.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |