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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |