INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 321 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |