INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,321,000 | +10.3% | 298,414 | +10.4% | 0.02% | +13.3% |
| Q2 2022 | $5,730,000 | -4.1% | 270,419 | -3.8% | 0.02% | +25.0% |
| Q1 2022 | $5,973,000 | +81.3% | 280,964 | +84.1% | 0.01% | +100.0% |
| Q4 2021 | $3,294,000 | -2.4% | 152,580 | -2.7% | 0.01% | -14.3% |
| Q3 2021 | $3,375,000 | +2.5% | 156,763 | +2.7% | 0.01% | 0.0% |
| Q2 2021 | $3,294,000 | -5.5% | 152,580 | -5.3% | 0.01% | -12.5% |
| Q1 2021 | $3,486,000 | +2.6% | 161,068 | +3.1% | 0.01% | 0.0% |
| Q4 2020 | $3,399,000 | +18.2% | 156,282 | +18.7% | 0.01% | 0.0% |
| Q3 2020 | $2,875,000 | +43.8% | 131,644 | +39.4% | 0.01% | +33.3% |
| Q2 2020 | $2,000,000 | 0.0% | 94,424 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $2,000,000 | +11.6% | 94,424 | +13.3% | 0.01% | +40.0% |
| Q4 2019 | $1,792,000 | – | 83,345 | – | 0.01% | – |
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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% |