INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 124 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,784,000 | +3.2% | 131,455 | +3.3% | 0.02% | 0.0% |
| Q2 2022 | $2,698,000 | -2.7% | 127,314 | -2.4% | 0.02% | +5.0% |
| Q1 2022 | $2,774,000 | -11.7% | 130,461 | -11.1% | 0.02% | -13.0% |
| Q4 2021 | $3,140,000 | -29.9% | 146,808 | -29.4% | 0.02% | -36.1% |
| Q3 2021 | $4,477,000 | +3.5% | 207,940 | +3.8% | 0.04% | 0.0% |
| Q2 2021 | $4,324,000 | +4.5% | 200,300 | +4.7% | 0.04% | -10.0% |
| Q1 2021 | $4,138,000 | +19.2% | 191,229 | +19.8% | 0.04% | +8.1% |
| Q4 2020 | $3,471,000 | +23.5% | 159,608 | +24.1% | 0.04% | +5.7% |
| Q3 2020 | $2,810,000 | -10.3% | 128,643 | -10.4% | 0.04% | -16.7% |
| Q2 2020 | $3,133,000 | +16.8% | 143,598 | +13.3% | 0.04% | -8.7% |
| Q1 2020 | $2,683,000 | +3.3% | 126,699 | +4.9% | 0.05% | +24.3% |
| Q4 2019 | $2,597,000 | +19.8% | 120,742 | +19.7% | 0.04% | +5.7% |
| Q3 2019 | $2,167,000 | +7.3% | 100,839 | +6.8% | 0.04% | +20.7% |
| Q2 2019 | $2,020,000 | +7.7% | 94,408 | +6.4% | 0.03% | 0.0% |
| Q1 2019 | $1,875,000 | +16.3% | 88,763 | +13.5% | 0.03% | 0.0% |
| Q4 2018 | $1,612,000 | +19.3% | 78,217 | +19.6% | 0.03% | +26.1% |
| Q3 2018 | $1,351,000 | +5.1% | 65,386 | +5.1% | 0.02% | -17.9% |
| Q2 2018 | $1,285,000 | – | 62,210 | – | 0.03% | – |
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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% |