INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,008,000 | -8.3% | 94,826 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $2,189,000 | -4.9% | 103,316 | -4.5% | 0.00% | 0.0% |
| Q1 2022 | $2,301,000 | -42.6% | 108,209 | -42.2% | 0.00% | -33.3% |
| Q4 2021 | $4,006,000 | +579.0% | 187,272 | +583.0% | 0.01% | +500.0% |
| Q3 2021 | $590,000 | -0.3% | 27,421 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $592,000 | +27.6% | 27,421 | +28.0% | 0.00% | 0.0% |
| Q1 2021 | $464,000 | +153.6% | 21,421 | +154.4% | 0.00% | – |
| Q4 2020 | $183,000 | -0.5% | 8,421 | 0.0% | 0.00% | – |
| Q3 2020 | $184,000 | -81.1% | 8,421 | -81.2% | 0.00% | -100.0% |
| Q2 2020 | $975,000 | +4.2% | 44,675 | +1.1% | 0.00% | 0.0% |
| Q1 2020 | $936,000 | +77.6% | 44,200 | +80.4% | 0.00% | +200.0% |
| Q4 2019 | $527,000 | +1926.9% | 24,500 | +1941.7% | 0.00% | – |
| Q3 2019 | $26,000 | 0.0% | 1,200 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | – | 1,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,796,164 | $39,228,000 | 7.92% |
| Trust Co of Kansas | 628,235 | $13,721,000 | 6.96% |
| Ironwood Financial, llc | 625,495 | $13,661,000 | 6.86% |
| Eagle Capital Management, LLC | 675,106 | $14,744,000 | 6.08% |
| Lido Advisors, LLC | 10,035,829 | $219,183,000 | 5.61% |
| S.E.E.D. Planning Group LLC | 341,335 | $7,455,000 | 5.46% |
| DWM Financial Group, Inc. | 156,139 | $3,410,000 | 5.33% |
| Strategic Family Wealth Counselors, L.L.C. | 390,421 | $8,527,000 | 4.78% |
| Red Spruce Capital, LLC | 250,283 | $5,466,000 | 4.44% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.24% |