INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 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 | $5,617,932 | +18.9% | 299,060 | +19.9% | 1.25% | +26.0% |
| Q2 2023 | $4,726,399 | +0.0% | 249,480 | +1.1% | 1.00% | -5.8% |
| Q1 2023 | $4,726,197 | +1.5% | 246,670 | +0.2% | 1.06% | -3.3% |
| Q4 2022 | $4,658,010 | -0.8% | 246,130 | -2.3% | 1.09% | -5.2% |
| Q3 2022 | $4,697,000 | +11.6% | 252,000 | +15.4% | 1.15% | +21.0% |
| Q2 2022 | $4,208,000 | -3.4% | 218,385 | +0.1% | 0.95% | +13.1% |
| Q1 2022 | $4,355,000 | -7.0% | 218,090 | -1.4% | 0.84% | -0.4% |
| Q4 2021 | $4,681,000 | -3.4% | 221,200 | -2.2% | 0.84% | -9.4% |
| Q3 2021 | $4,846,000 | +23.7% | 226,140 | +24.3% | 0.93% | +23.2% |
| Q2 2021 | $3,916,000 | +80.0% | 181,950 | +78.2% | 0.76% | +66.4% |
| Q1 2021 | $2,176,000 | – | 102,130 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |