INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Horizons Wealth Management | 254,273 | $5,310,488 | 3.48% |
| Red Spruce Capital, LLC | 314,132 | $6,560,647 | 3.37% |
| St. Louis Financial Planners Asset Management, LLC | 163,400 | $3,412,613 | 3.18% |
| Anchor Investment Management, LLC | 694,352 | $14,501,545 | 1.66% |
| Curbstone Financial Management Corp | 189,120 | $3,949,771 | 0.90% |
| RVW Wealth, LLC | 216,603 | $4,523,754 | 0.50% |
| OPTIMUM INVESTMENT ADVISORS | 42,942 | $896,844 | 0.45% |
| FC Advisory LLC | 30,191 | $630,549 | 0.24% |
| CGN Advisors LLC | 30,381 | $634,513 | 0.09% |
| Apella Capital, LLC | 45,211 | $944,008 | 0.05% |