INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 288 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 | $4,598,000 | -20.5% | 217,075 | -20.5% | 3.42% | -16.1% |
| Q2 2022 | $5,787,000 | -6.0% | 273,081 | -5.7% | 4.08% | +9.1% |
| Q1 2022 | $6,157,000 | -3.1% | 289,606 | -2.5% | 3.74% | -1.0% |
| Q4 2021 | $6,354,000 | -0.5% | 297,056 | +0.2% | 3.78% | -7.3% |
| Q3 2021 | $6,385,000 | +0.1% | 296,546 | +0.4% | 4.07% | +1.1% |
| Q2 2021 | $6,380,000 | +6.1% | 295,496 | +6.3% | 4.03% | -1.5% |
| Q1 2021 | $6,016,000 | +9.1% | 277,996 | +9.7% | 4.09% | +2.3% |
| Q4 2020 | $5,512,000 | – | 253,421 | – | 4.00% | – |
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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% |