INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 238 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $233,000 | -0.4% | 10,880 | 0.0% | 0.04% | -13.0% |
| Q3 2021 | $234,000 | -0.4% | 10,880 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $235,000 | -22.2% | 10,880 | -22.1% | 0.05% | -27.7% |
| Q1 2021 | $302,000 | -0.7% | 13,960 | 0.0% | 0.06% | -8.5% |
| Q4 2020 | $304,000 | -0.3% | 13,960 | 0.0% | 0.07% | -15.5% |
| Q3 2020 | $305,000 | 0.0% | 13,960 | 0.0% | 0.08% | -8.7% |
| Q2 2020 | $305,000 | +3.0% | 13,960 | 0.0% | 0.09% | -9.8% |
| Q1 2020 | $296,000 | -1.3% | 13,960 | 0.0% | 0.10% | +41.7% |
| Q4 2019 | $300,000 | 0.0% | 13,960 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $300,000 | +0.3% | 13,960 | 0.0% | 0.07% | -2.6% |
| Q2 2019 | $299,000 | +1.4% | 13,960 | 0.0% | 0.08% | +2.7% |
| Q1 2019 | $295,000 | +8.1% | 13,960 | +5.4% | 0.07% | -6.3% |
| Q4 2018 | $273,000 | – | 13,242 | – | 0.08% | – |
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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% |