INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 255 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $79,000 | +36.2% | 3,717 | +34.3% | 0.00% | – |
| Q2 2022 | $58,000 | -1.7% | 2,767 | +0.3% | 0.00% | – |
| Q1 2022 | $59,000 | +3.5% | 2,758 | +4.0% | 0.00% | – |
| Q4 2021 | $57,000 | 0.0% | 2,653 | 0.0% | 0.00% | – |
| Q3 2021 | $57,000 | -23.0% | 2,653 | -23.1% | 0.00% | – |
| Q2 2021 | $74,000 | +4.2% | 3,450 | +5.4% | 0.00% | – |
| Q1 2021 | $71,000 | +20.3% | 3,273 | +20.2% | 0.00% | – |
| Q4 2020 | $59,000 | -1.7% | 2,723 | -1.4% | 0.00% | – |
| Q3 2020 | $60,000 | -52.4% | 2,762 | -52.0% | 0.00% | – |
| Q2 2020 | $126,000 | +306.5% | 5,756 | +291.6% | 0.00% | – |
| Q1 2020 | $31,000 | +520.0% | 1,470 | +590.1% | 0.00% | – |
| Q4 2019 | $5,000 | -44.4% | 213 | -47.5% | 0.00% | – |
| Q3 2019 | $9,000 | -10.0% | 406 | -14.7% | 0.00% | – |
| Q2 2019 | $10,000 | +150.0% | 476 | +146.6% | 0.00% | – |
| Q1 2019 | $4,000 | – | 193 | +19200.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |