INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 155 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271 | -0.7% | 14,400 | 0.0% | 0.06% | +8.5% |
| Q2 2023 | $273 | -1.1% | 14,400 | 0.0% | 0.06% | -3.3% |
| Q1 2023 | $276 | +17.9% | 14,400 | +16.6% | 0.06% | +19.6% |
| Q4 2022 | $234 | -99.9% | 12,350 | -0.2% | 0.05% | -12.1% |
| Q3 2022 | $231,000 | -2.9% | 12,370 | 0.0% | 0.06% | +7.4% |
| Q2 2022 | $238,000 | -3.6% | 12,370 | 0.0% | 0.05% | +12.5% |
| Q1 2022 | $247,000 | -5.7% | 12,370 | 0.0% | 0.05% | +4.3% |
| Q4 2021 | $262,000 | +95.5% | 12,370 | +97.9% | 0.05% | +76.9% |
| Q3 2021 | $134,000 | +173.5% | 6,250 | +170.6% | 0.03% | +188.9% |
| Q2 2021 | $49,000 | – | 2,310 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |