INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 304 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,721,000 | -28.9% | 81,258 | -28.8% | 1.07% | -27.2% |
| Q2 2022 | $2,419,000 | -10.2% | 114,155 | -9.9% | 1.47% | -0.5% |
| Q1 2022 | $2,694,000 | -9.2% | 126,699 | -8.6% | 1.47% | -19.7% |
| Q4 2021 | $2,966,000 | +3.0% | 138,658 | +3.7% | 1.84% | -20.5% |
| Q3 2021 | $2,879,000 | +7.1% | 133,714 | +7.4% | 2.31% | +6.3% |
| Q2 2021 | $2,687,000 | +120.8% | 124,464 | +122.5% | 2.17% | +86.0% |
| Q4 2020 | $1,217,000 | – | 55,937 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 665,368 | $14,472,000 | 7.57% |
| Fusion Family Wealth LLC | 1,736,187 | $37,762,000 | 6.67% |
| Eagle Capital Management, LLC | 841,704 | $18,307,000 | 6.58% |
| Lido Advisors, LLC | 12,267,184 | $266,811,000 | 5.56% |
| TLWM | 619,976 | $13,484,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 409,840 | $8,914,000 | 5.35% |
| Ironwood Financial, llc | 631,570 | $13,737,000 | 5.14% |
| DWM Financial Group, Inc. | 155,601 | $3,384,000 | 4.61% |
| Red Spruce Capital, LLC | 299,513 | $6,514,000 | 4.52% |
| Strategic Family Wealth Counselors, L.L.C. | 394,925 | $8,590,000 | 4.43% |