INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 301 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,116,000 | -30.8% | 147,099 | -30.8% | 0.25% | -28.4% |
| Q2 2022 | $4,503,000 | -3.6% | 212,526 | -3.2% | 0.34% | +7.5% |
| Q1 2022 | $4,670,000 | -1.4% | 219,658 | -0.8% | 0.32% | +1.9% |
| Q4 2021 | $4,737,000 | +176.5% | 221,457 | +178.3% | 0.32% | +146.1% |
| Q3 2021 | $1,713,000 | +3.8% | 79,585 | +4.4% | 0.13% | -4.5% |
| Q2 2021 | $1,650,000 | 0.0% | 76,255 | 0.0% | 0.13% | 0.0% |
| Q1 2021 | $1,650,000 | +2.9% | 76,255 | +3.4% | 0.13% | -3.6% |
| Q4 2020 | $1,604,000 | +13.4% | 73,740 | +13.8% | 0.14% | +13.0% |
| Q3 2020 | $1,415,000 | +71.9% | 64,810 | +71.8% | 0.12% | +53.8% |
| Q2 2020 | $823,000 | +54.4% | 37,715 | +50.0% | 0.08% | +29.0% |
| Q1 2020 | $533,000 | +24.2% | 25,145 | +26.0% | 0.06% | +55.0% |
| Q4 2019 | $429,000 | – | 19,960 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Barn Wealth, LLC | 470,892 | $9,978,000 | 7.65% |
| Strategic Family Wealth Counselors, L.L.C. | 751,306 | $15,920,000 | 7.64% |
| TLWM | 735,989 | $15,592,000 | 5.97% |
| Advisors Preferred, LLC | 1,064,560 | $22,558,000 | 5.88% |
| Blossom Wealth Management | 53,918 | $1,143,000 | 5.79% |
| Asset Dedication, LLC | 1,766,392 | $37,444,000 | 5.56% |
| Vista Private Wealth Partners. LLC | 459,780 | $9,747,000 | 4.59% |
| S.E.E.D. Planning Group LLC | 451,647 | $9,570,000 | 4.33% |
| Goepper Burkhardt LLC | 273,081 | $5,787,000 | 4.08% |
| 4Thought Financial Group Inc. | 196,195 | $4,157,000 | 3.90% |