INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 349 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $877 | -7.2% | 42,862 | -7.3% | 0.19% | -3.1% |
| Q1 2024 | $945 | +10.7% | 46,247 | +10.7% | 0.20% | +3.7% |
| Q4 2023 | $854 | +1.9% | 41,770 | +0.3% | 0.19% | -4.1% |
| Q3 2023 | $838 | -0.1% | 41,660 | 0.0% | 0.20% | +8.2% |
| Q2 2023 | $839 | -0.7% | 41,660 | 0.0% | 0.18% | -2.7% |
| Q1 2023 | $845 | +10.3% | 41,660 | +9.6% | 0.19% | +11.3% |
| Q4 2022 | $766 | -99.9% | 38,010 | -0.5% | 0.17% | -12.0% |
| Q3 2022 | $762,000 | -2.4% | 38,190 | 0.0% | 0.19% | +7.9% |
| Q2 2022 | $781,000 | -2.3% | 38,190 | 0.0% | 0.18% | +13.5% |
| Q1 2022 | $799,000 | -2.1% | 38,190 | +2.5% | 0.16% | +7.6% |
| Q4 2021 | $816,000 | +52.5% | 37,260 | +54.6% | 0.14% | +39.4% |
| Q3 2021 | $535,000 | +16.1% | 24,100 | +16.6% | 0.10% | +18.2% |
| Q2 2021 | $461,000 | -37.0% | 20,670 | -36.9% | 0.09% | -37.1% |
| Q1 2021 | $732,000 | +108.0% | 32,740 | +110.1% | 0.14% | +112.1% |
| Q4 2020 | $352,000 | +238.5% | 15,580 | +232.9% | 0.07% | +200.0% |
| Q3 2020 | $104,000 | -90.0% | 4,680 | 0.0% | 0.02% | -87.9% |
| Q2 2020 | $1,040,000 | – | 4,680 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hudson Capital Management LLC | 532,709 | $10,625,000 | 5.29% |
| Virginia National Bank | 79,145 | $1,579,000 | 5.04% |
| Goepper Burkhardt LLC | 269,338 | $5,372,000 | 4.00% |
| TLWM | 429,752 | $8,498,000 | 3.74% |
| S.E.E.D. Planning Group LLC | 385,050 | $7,680,000 | 3.59% |
| Ironwood Financial, llc | 468,265 | $9,340,000 | 3.10% |
| True Link Financial Advisors, LLC | 1,051,463 | $20,971,000 | 3.04% |
| Aptus Capital Advisors, LLC | 6,119,832 | $122,061,000 | 2.94% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 407,412 | $8,126,000 | 2.89% |
| Horizons Wealth Management | 152,891 | $3,049,000 | 2.81% |