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 | $341,000 | -21.2% | 16,082 | -21.0% | 0.18% | -6.3% |
| Q2 2022 | $433,000 | 0.0% | 20,360 | 0.0% | 0.19% | 0.0% |
| Q1 2022 | $433,000 | -18.5% | 20,360 | -17.9% | 0.19% | -19.1% |
| Q4 2021 | $531,000 | -30.9% | 24,802 | -30.5% | 0.24% | -32.7% |
| Q3 2021 | $769,000 | -2.8% | 35,712 | -2.5% | 0.35% | -5.7% |
| Q2 2021 | $791,000 | -56.2% | 36,641 | -56.1% | 0.37% | -59.8% |
| Q1 2021 | $1,805,000 | -71.0% | 83,416 | -70.8% | 0.92% | -75.2% |
| Q4 2020 | $6,216,000 | +9.7% | 285,805 | +10.2% | 3.71% | +1.3% |
| Q3 2020 | $5,665,000 | +9.3% | 259,380 | +9.2% | 3.66% | +4.8% |
| Q2 2020 | $5,182,000 | +2.6% | 237,473 | -0.4% | 3.49% | -4.4% |
| Q1 2020 | $5,051,000 | +1.4% | 238,494 | +3.0% | 3.65% | +4.7% |
| Q4 2018 | $4,982,000 | – | 231,504 | – | 3.49% | – |
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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% |