INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,134 | +12.1% | 901,251 | +11.8% | 0.03% | +32.0% |
| Q2 2023 | $17,065 | +111.7% | 806,088 | +110.8% | 0.02% | +127.3% |
| Q1 2023 | $8,061 | +71.4% | 382,400 | +70.6% | 0.01% | +83.3% |
| Q4 2022 | $4,703 | -98.6% | 224,178 | +1258.7% | 0.01% | – |
| Q3 2022 | $344,000 | -83.9% | 16,500 | -83.8% | 0.00% | -100.0% |
| Q2 2022 | $2,133,000 | +141.6% | 101,830 | +143.3% | 0.00% | +200.0% |
| Q1 2022 | $883,000 | +230.7% | 41,848 | +235.9% | 0.00% | – |
| Q4 2021 | $267,000 | -25.2% | 12,458 | -24.4% | 0.00% | – |
| Q3 2021 | $357,000 | – | 16,486 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |