INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 236 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $216,091 | -53.3% | 10,260 | -53.5% | 0.02% | -53.8% |
| Q1 2024 | $462,424 | +2.1% | 22,051 | +1.7% | 0.04% | -7.1% |
| Q4 2023 | $453,000 | +9.7% | 21,690 | +8.6% | 0.04% | 0.0% |
| Q3 2023 | $412,927 | +0.5% | 19,977 | +0.0% | 0.04% | +5.0% |
| Q2 2023 | $410,788 | +5.0% | 19,970 | +5.1% | 0.04% | -2.4% |
| Q1 2023 | $391,073 | +0.5% | 18,993 | +0.0% | 0.04% | -6.8% |
| Q4 2022 | $388,946 | +7.7% | 18,986 | +7.1% | 0.04% | -15.4% |
| Q3 2022 | $361,000 | -6.2% | 17,725 | -4.5% | 0.05% | 0.0% |
| Q2 2022 | $385,000 | -1.5% | 18,569 | +0.0% | 0.05% | +10.6% |
| Q1 2022 | $391,000 | -3.5% | 18,564 | +0.0% | 0.05% | -11.3% |
| Q4 2021 | $405,000 | -1.2% | 18,560 | +0.0% | 0.05% | -14.5% |
| Q3 2021 | $410,000 | +71.5% | 18,554 | +72.6% | 0.06% | +55.0% |
| Q2 2021 | $239,000 | – | 10,749 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |