OPTIMUM INVESTMENT ADVISORS - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 176 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$825,189
-3.7%
38,869
-4.0%
0.42%
+0.7%
Q2 2023$857,152
+3.2%
40,489
+2.8%
0.42%
-3.4%
Q1 2023$830,320
+0.2%
39,389
-0.3%
0.44%
-3.1%
Q4 2022$828,479
-4.8%
39,489
-5.3%
0.45%
-4.1%
Q3 2022$870,000
+1.8%
41,689
+2.1%
0.47%
+9.3%
Q2 2022$855,000
+2.4%
40,830
+3.2%
0.43%
+21.6%
Q1 2022$835,000
-1.6%
39,5800.0%0.35%
+6.3%
Q4 2021$849,000
-1.0%
39,5800.0%0.33%
-8.6%
Q3 2021$858,000
+18.0%
39,580
+18.4%
0.36%
+59.5%
Q2 2021$727,000
+29.8%
33,440
+30.0%
0.23%
+38.4%
Q1 2021$560,000
+89.8%
25,725
+90.9%
0.16%
+82.2%
Q4 2020$295,000
+10.5%
13,475
+9.8%
0.09%0.0%
Q3 2020$267,000
+4.3%
12,275
+4.2%
0.09%
+1.1%
Q2 2020$256,000
+9.4%
11,775
+4.4%
0.09%
-7.3%
Q1 2020$234,000
-2.5%
11,2750.0%0.10%
+35.2%
Q4 2019$240,000
+112.4%
11,275
+111.7%
0.07%
+97.2%
Q3 2019$113,000
+24.2%
5,325
+23.1%
0.04%
+20.0%
Q2 2019$91,000
+8.3%
4,325
+7.5%
0.03%
+7.1%
Q1 2019$84,000–4,025–0.03%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2019
NameSharesValueWeighting ↓
Oakhurst Advisors,LLC 1,461,801$30,844,00011.32%
Tatro Capital, LLC 384,831$8,120,0006.08%
IMA Wealth, Inc. 1,112,466$23,473,0005.39%
S.E.E.D. Planning Group LLC 540,074$11,396,0004.86%
Blossom Wealth Management 45,499$960,0004.33%
SENTINEL PENSION ADVISORS INC 600,931$12,680,0004.30%
Strategic Family Wealth Counselors, L.L.C. 458,080$9,665,0003.90%
Asset Dedication, LLC 1,639,329$34,575,0003.85%
Goepper Burkhardt LLC 299,271$6,315,0003.83%
Red Spruce Capital, LLC 311,866$6,580,0003.73%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders