INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,000 | -78.4% | 777 | -77.8% | 0.01% | -80.4% |
| Q2 2022 | $74,000 | -1.3% | 3,505 | 0.0% | 0.05% | +24.3% |
| Q1 2022 | $75,000 | 0.0% | 3,505 | 0.0% | 0.04% | +5.7% |
| Q4 2021 | $75,000 | +11.9% | 3,505 | +12.0% | 0.04% | -16.7% |
| Q3 2021 | $67,000 | +13.6% | 3,130 | +14.7% | 0.04% | +16.7% |
| Q2 2021 | $59,000 | 0.0% | 2,730 | 0.0% | 0.04% | -16.3% |
| Q1 2021 | $59,000 | 0.0% | 2,730 | 0.0% | 0.04% | -12.2% |
| Q4 2020 | $59,000 | -1.7% | 2,730 | 0.0% | 0.05% | -16.9% |
| Q3 2020 | $60,000 | – | 2,730 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 745,461 | $15,789,000 | 7.75% |
| Blue Barn Wealth, LLC | 464,803 | $9,845,000 | 7.01% |
| TLWM | 705,513 | $14,991,000 | 6.60% |
| Blossom Wealth Management | 52,861 | $1,120,000 | 6.30% |
| Fusion Family Wealth LLC | 1,681,576 | $36,204,000 | 5.44% |
| Asset Dedication, LLC | 1,808,273 | $38,301,000 | 4.21% |
| 4Thought Financial Group Inc. | 193,057 | $4,089,000 | 4.02% |
| S.E.E.D. Planning Group LLC | 375,457 | $7,952,000 | 3.72% |
| Goepper Burkhardt LLC | 217,075 | $4,598,000 | 3.42% |
| Redwood Financial Network Corp | 136,697 | $2,895,000 | 3.30% |