INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 238 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,730,805 | -6.4% | 81,719 | -6.3% | 0.07% | -3.9% |
| Q2 2022 | $1,848,273 | -2.7% | 87,224 | -2.4% | 0.08% | +16.9% |
| Q1 2022 | $1,899,238 | -0.3% | 89,334 | +0.3% | 0.06% | +1.6% |
| Q4 2021 | $1,904,584 | -3.9% | 89,041 | -3.3% | 0.06% | -13.5% |
| Q3 2021 | $1,982,350 | +7.2% | 92,074 | +7.5% | 0.07% | +2.8% |
| Q2 2021 | $1,849,310 | -7.9% | 85,656 | -7.7% | 0.07% | -18.2% |
| Q1 2021 | $2,008,686 | +4492.8% | 92,823 | +4515.8% | 0.09% | +4300.0% |
| Q4 2020 | $43,736 | -0.4% | 2,011 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $43,917 | +3.3% | 2,011 | +3.2% | 0.00% | 0.0% |
| Q2 2020 | $42,502 | +3.0% | 1,948 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $41,255 | -1.5% | 1,948 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $41,888 | +26.3% | 1,948 | +26.2% | 0.00% | 0.0% |
| Q3 2019 | $33,177 | +0.4% | 1,544 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $33,031 | +1.3% | 1,544 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $32,606 | -24.5% | 1,544 | -26.3% | 0.00% | -40.0% |
| Q4 2018 | $43,175 | +35.4% | 2,095 | +35.7% | 0.01% | +25.0% |
| Q3 2018 | $31,888 | +0.0% | 1,544 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $31,880 | – | 1,544 | – | 0.00% | – |
Download | ||||||
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% |