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 | $662,652 | -70.1% | 31,213 | -70.2% | 0.01% | -69.6% |
| Q2 2023 | $2,217,769 | +32.0% | 104,760 | +31.5% | 0.02% | +21.1% |
| Q1 2023 | $1,679,629 | -0.1% | 79,679 | -0.6% | 0.02% | -5.0% |
| Q4 2022 | $1,681,468 | +5.8% | 80,146 | +5.2% | 0.02% | -4.8% |
| Q3 2022 | $1,590,000 | -5.4% | 76,206 | -5.0% | 0.02% | 0.0% |
| Q2 2022 | $1,681,000 | -6.4% | 80,227 | -5.8% | 0.02% | +5.0% |
| Q1 2022 | $1,796,000 | -2.6% | 85,141 | -0.9% | 0.02% | 0.0% |
| Q4 2021 | $1,844,000 | +2.7% | 85,950 | +3.7% | 0.02% | -4.8% |
| Q3 2021 | $1,796,000 | -0.9% | 82,873 | -0.6% | 0.02% | 0.0% |
| Q2 2021 | $1,812,000 | – | 83,373 | – | 0.02% | – |
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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% |