INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,676 | -0.1% | 18,730 | +0.0% | 0.04% | +2.7% |
| Q2 2023 | $376,880 | +4.8% | 18,722 | +5.6% | 0.04% | -2.6% |
| Q1 2023 | $359,649 | +0.7% | 17,734 | +0.0% | 0.04% | -5.0% |
| Q4 2022 | $357,028 | +1.1% | 17,727 | +0.0% | 0.04% | -21.6% |
| Q3 2022 | $353,000 | -8.8% | 17,721 | -6.5% | 0.05% | -1.9% |
| Q2 2022 | $387,000 | -2.3% | 18,955 | +0.0% | 0.05% | +8.3% |
| Q1 2022 | $396,000 | -4.6% | 18,948 | +0.0% | 0.05% | -12.7% |
| Q4 2021 | $415,000 | -1.2% | 18,942 | +0.0% | 0.06% | -14.1% |
| Q3 2021 | $420,000 | +69.4% | 18,933 | +70.2% | 0.06% | +52.4% |
| Q2 2021 | $248,000 | – | 11,127 | – | 0.04% | – |
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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% |