Chesley Taft & Associates LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 63 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$741,495
+0.5%
35,8730.0%0.05%
+6.7%
Q2 2023$737,908
-0.1%
35,8730.0%0.04%
-6.2%
Q1 2023$738,625
+0.5%
35,8730.0%0.05%
-5.9%
Q4 2022$734,862
+0.7%
35,873
+0.1%
0.05%
-5.6%
Q3 2022$730,000
-1.7%
35,8230.0%0.05%
+5.9%
Q2 2022$743,000
-1.3%
35,8230.0%0.05%
+15.9%
Q1 2022$753,000
-2.6%
35,823
+1.1%
0.04%
+10.0%
Q4 2021$773,000
+2.8%
35,423
+4.1%
0.04%
-7.0%
Q3 2021$752,000
+3.9%
34,023
+4.3%
0.04%
+2.4%
Q2 2021$724,000
+1.7%
32,623
+1.6%
0.04%
-2.3%
Q1 2021$712,000
-1.0%
32,1230.0%0.04%
-6.5%
Q4 2020$719,000
+0.1%
32,123
-0.8%
0.05%
-9.8%
Q3 2020$718,000
-6.6%
32,373
-7.2%
0.05%
-13.6%
Q2 2020$769,000
+6.8%
34,8730.0%0.06%
-10.6%
Q1 2020$720,000
-1.0%
34,873
+3.0%
0.07%
+26.9%
Q4 2019$727,000
+0.1%
33,8730.0%0.05%
-7.1%
Q3 2019$726,000
+3.3%
33,873
+2.4%
0.06%
+1.8%
Q2 2019$703,000
+7.2%
33,073
+4.6%
0.06%0.0%
Q1 2019$656,000
+37.8%
31,623
+32.7%
0.06%
+19.6%
Q4 2018$476,000
+16.4%
23,823
+17.1%
0.05%
+39.4%
Q3 2018$409,000
+17.2%
20,350
+17.0%
0.03%
+10.0%
Q2 2018$349,00017,4000.03%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2018
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 505,736$11,146,0008.30%
Fusion Family Wealth LLC 1,574,171$34,695,0008.18%
Private Vista, LLC 688,085$15,170,0007.34%
DWM Financial Group, Inc. 150,887$3,326,0004.96%
S.E.E.D. Planning Group LLC 287,016$6,326,0004.94%
Denver PWM, LLC 356,234$7,852,0004.80%
Barnett & Company, Inc. 206,089$4,542,0003.69%
Red Spruce Capital, LLC 167,965$3,702,0003.14%
Marietta Wealth Management, LLC 395,969$8,727,0002.98%
1834 INVESTMENT ADVISORS CO 840,128$18,516,0002.93%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders