INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,798,000 | -21.9% | 179,298 | -21.9% | 0.26% | -16.5% |
| Q2 2022 | $4,866,000 | -31.0% | 229,641 | -30.8% | 0.32% | -16.0% |
| Q1 2022 | $7,055,000 | -10.1% | 331,852 | -9.6% | 0.38% | -3.1% |
| Q4 2021 | $7,849,000 | +45.4% | 366,967 | +46.4% | 0.39% | +33.4% |
| Q3 2021 | $5,397,000 | +93.6% | 250,694 | +94.2% | 0.29% | +95.9% |
| Q2 2021 | $2,787,000 | +12.2% | 129,106 | +12.4% | 0.15% | +5.7% |
| Q1 2021 | $2,485,000 | +34.0% | 114,830 | +34.7% | 0.14% | +22.8% |
| Q4 2020 | $1,854,000 | – | 85,223 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |