INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 254 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,770,000 | -18.9% | 555,724 | -18.9% | 0.34% | -15.8% |
| Q2 2022 | $14,514,000 | -12.0% | 684,968 | -11.7% | 0.40% | +3.1% |
| Q1 2022 | $16,499,000 | +4.7% | 776,056 | +5.3% | 0.39% | +12.0% |
| Q4 2021 | $15,760,000 | +2.1% | 736,778 | +2.8% | 0.35% | -8.4% |
| Q3 2021 | $15,435,000 | +2.6% | 716,900 | +2.9% | 0.38% | +1.3% |
| Q2 2021 | $15,041,000 | +10.0% | 696,647 | +10.3% | 0.38% | +0.5% |
| Q1 2021 | $13,670,000 | +8.2% | 631,721 | +8.8% | 0.38% | +3.6% |
| Q4 2020 | $12,632,000 | +20.3% | 580,767 | +20.8% | 0.36% | +5.8% |
| Q3 2020 | $10,504,000 | +28.0% | 480,937 | +27.9% | 0.34% | +17.5% |
| Q2 2020 | $8,206,000 | +16.8% | 376,072 | +13.4% | 0.29% | 0.0% |
| Q1 2020 | $7,026,000 | +6.8% | 331,712 | +8.4% | 0.29% | +35.2% |
| Q4 2019 | $6,579,000 | +7.9% | 305,934 | +7.8% | 0.22% | +0.5% |
| Q3 2019 | $6,098,000 | +12.7% | 283,741 | +12.2% | 0.22% | +11.4% |
| Q2 2019 | $5,411,000 | +9.9% | 252,923 | +8.5% | 0.19% | +5.5% |
| Q1 2019 | $4,923,000 | +38.9% | 233,118 | +35.5% | 0.18% | +26.2% |
| Q4 2018 | $3,545,000 | +10.9% | 171,981 | +11.1% | 0.14% | +25.0% |
| Q3 2018 | $3,198,000 | +48.5% | 154,835 | +48.4% | 0.12% | +38.1% |
| Q2 2018 | $2,154,000 | – | 104,305 | – | 0.08% | – |
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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% |