INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 246 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,155,000 | +79.8% | 715,550 | +79.9% | 0.04% | +77.3% |
| Q2 2022 | $8,427,000 | -6.5% | 397,689 | -6.2% | 0.02% | +4.8% |
| Q1 2022 | $9,015,000 | -16.4% | 424,063 | -15.9% | 0.02% | -12.5% |
| Q4 2021 | $10,781,000 | -5.7% | 504,060 | -5.1% | 0.02% | -17.2% |
| Q3 2021 | $11,436,000 | +0.2% | 531,210 | +0.5% | 0.03% | 0.0% |
| Q2 2021 | $11,415,000 | -0.2% | 528,742 | -0.0% | 0.03% | -9.4% |
| Q1 2021 | $11,443,000 | -11.0% | 528,818 | -10.5% | 0.03% | -17.9% |
| Q4 2020 | $12,854,000 | +4.5% | 591,013 | +4.9% | 0.04% | -7.1% |
| Q3 2020 | $12,300,000 | +11.3% | 563,187 | +11.2% | 0.04% | 0.0% |
| Q2 2020 | $11,053,000 | +2.8% | 506,592 | -0.3% | 0.04% | -16.0% |
| Q1 2020 | $10,757,000 | -0.3% | 507,915 | +1.3% | 0.05% | +22.0% |
| Q4 2019 | $10,786,000 | -0.5% | 501,567 | -0.6% | 0.04% | -10.9% |
| Q3 2019 | $10,838,000 | +3.5% | 504,354 | +3.0% | 0.05% | 0.0% |
| Q2 2019 | $10,474,000 | +31.5% | 489,560 | +29.8% | 0.05% | +24.3% |
| Q1 2019 | $7,963,000 | +70.3% | 377,037 | +66.2% | 0.04% | +48.0% |
| Q4 2018 | $4,675,000 | +44.6% | 226,874 | +44.9% | 0.02% | +66.7% |
| Q3 2018 | $3,234,000 | +9.7% | 156,575 | +9.7% | 0.02% | 0.0% |
| Q2 2018 | $2,947,000 | – | 142,715 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 990,831 | $21,402,000 | 12.34% |
| Eagle Capital Management, LLC | 1,015,442 | $21,923,000 | 6.20% |
| S.E.E.D. Planning Group LLC | 569,200 | $12,289,000 | 6.05% |
| Fusion Family Wealth LLC | 1,763,758 | $38,080,000 | 5.70% |
| TLWM | 672,612 | $14,519,000 | 5.20% |
| IMA Wealth, Inc. | 866,052 | $18,698,000 | 4.37% |
| BCS Wealth Management | 371,716 | $8,025,000 | 4.26% |
| Denver PWM, LLC | 463,544 | $10,011,000 | 4.19% |
| Goepper Burkhardt LLC | 295,496 | $6,380,000 | 4.03% |
| SENTINEL PENSION ADVISORS INC | 532,138 | $11,489,000 | 4.02% |