INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 208 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,273,924 | +10.1% | 67,997 | +11.8% | 0.16% | +8.4% |
| Q2 2023 | $1,157,283 | -1.0% | 60,828 | +0.4% | 0.14% | -5.9% |
| Q1 2023 | $1,169,458 | +2.0% | 60,578 | +0.3% | 0.15% | -3.2% |
| Q4 2022 | $1,146,728 | +116.8% | 60,370 | +112.6% | 0.16% | +106.6% |
| Q3 2022 | $529,000 | -2.0% | 28,399 | +1.9% | 0.08% | +10.1% |
| Q2 2022 | $540,000 | -4.1% | 27,864 | 0.0% | 0.07% | +16.9% |
| Q1 2022 | $563,000 | – | 27,864 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 658,487 | $12,336,764 | 7.75% |
| MANCHESTER FINANCIAL INC | 1,175,625 | $22,025,337 | 6.47% |
| GPM Growth Investors, Inc. | 336,170 | $6,298,146 | 3.29% |
| IMA Wealth, Inc. | 645,182 | $12,087,486 | 3.12% |
| TLWM | 621,641 | $11,646,409 | 3.09% |
| Red Spruce Capital, LLC | 273,236 | $5,119,077 | 2.91% |
| Legacy Financial Group LLC | 645,816 | $12,099,372,000 | 2.85% |
| Virginia National Bank | 31,810 | $595,960 | 2.72% |
| Horizons Wealth Management | 190,820 | $3,575,014 | 2.61% |
| Goepper Burkhardt LLC | 218,735 | $4,098,000 | 2.50% |