INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 4 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |