INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,802,841 | +7.5% | 89,649 | +7.6% | 0.22% | +5.8% |
| Q2 2023 | $1,677,816 | -5.8% | 83,349 | -5.1% | 0.21% | -10.4% |
| Q1 2023 | $1,780,666 | +0.7% | 87,804 | 0.0% | 0.23% | -4.5% |
| Q4 2022 | $1,768,372 | -0.8% | 87,804 | -1.7% | 0.24% | -5.1% |
| Q3 2022 | $1,782,000 | -1.7% | 89,321 | +0.7% | 0.26% | +9.9% |
| Q2 2022 | $1,813,000 | -2.3% | 88,721 | 0.0% | 0.23% | +19.6% |
| Q1 2022 | $1,855,000 | – | 88,721 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |