INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $406,856 | -28.1% | 21,218 | -27.9% | 0.02% | -30.6% |
| Q1 2024 | $565,581 | -14.4% | 29,442 | -14.0% | 0.04% | -23.4% |
| Q4 2023 | $660,871 | +142.5% | 34,242 | +136.0% | 0.05% | +123.8% |
| Q3 2023 | $272,556 | +26.8% | 14,509 | +27.8% | 0.02% | +31.2% |
| Q2 2023 | $215,026 | -1.1% | 11,350 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $217,466 | +1.2% | 11,350 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $214,799 | – | 11,350 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 658,997 | $12,484,692 | 12.88% |
| Sterling Financial Group, Inc. | 582,755 | $11,040,301 | 7.32% |
| Engrave Wealth Partners LLC | 1,105,997 | $20,953,114 | 6.64% |
| TLWM | 1,051,935 | $19,928,883 | 5.74% |
| SHUFRO ROSE & CO LLC | 2,846,511 | $53,927,148 | 4.92% |
| BCS Wealth Management | 304,941 | $5,777 | 4.22% |
| Red Spruce Capital, LLC | 399,641 | $7,571,199 | 4.08% |
| TCWP LLC | 981,860 | $18,601,339 | 3.97% |
| Sound Stewardship, LLC | 311,425 | $5,899,946 | 3.88% |
| GILL CAPITAL PARTNERS, LLC | 481,768 | $9,127,093 | 3.84% |