INVESCO EXCH TRD SLF IDX FD's ticker is and the CUSIP is 46138J429.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,000 | +2.6% | 63,586 | +7.4% | 0.00% | – |
| Q2 2023 | $945,000 | +23.2% | 59,190 | +25.3% | 0.00% | – |
| Q1 2023 | $767,000 | +31.1% | 47,245 | +27.3% | 0.00% | – |
| Q4 2022 | $585,000 | +7.1% | 37,126 | +4.2% | 0.00% | – |
| Q3 2022 | $546,000 | -1.3% | 35,621 | +5.3% | 0.00% | – |
| Q2 2022 | $553,000 | +19.2% | 33,835 | +30.4% | 0.00% | – |
| Q1 2022 | $464,000 | +165.1% | 25,952 | +189.7% | 0.00% | – |
| Q4 2021 | $175,000 | – | 8,957 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EASTERN BANK | 1,612,858 | $24,596,393 | 1.22% |
| Atlantic Union Bankshares Corp | 461,293 | $7,034,718 | 0.72% |
| Addison Advisors LLC | 85,458 | $1,303,235 | 0.61% |
| COOKSON PEIRCE & CO INC | 541,589 | $8,259 | 0.54% |
| Aptus Capital Advisors, LLC | 1,074,209 | $16,381,687 | 0.45% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 60,363 | $920,536 | 0.33% |
| Sterling Financial Group, Inc. | 17,963 | $273,936 | 0.17% |
| Gradient Capital Advisors, LLC | 25,252 | $385,093 | 0.16% |
| MONECO Advisors, LLC | 36,123 | $550,882 | 0.15% |
| Independence Bank of Kentucky | 23,156 | $353,129 | 0.15% |