INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 235 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,430,315 | +16.6% | 311,094 | +16.1% | 2.40% | +17.3% |
| Q2 2023 | $5,513,967 | -1.8% | 268,059 | -1.7% | 2.04% | -2.9% |
| Q1 2023 | $5,615,161 | +4.6% | 272,713 | +4.1% | 2.11% | -2.4% |
| Q4 2022 | $5,367,359 | +2.3% | 262,013 | +1.8% | 2.16% | -3.1% |
| Q3 2022 | $5,246,000 | -1.1% | 257,263 | +0.6% | 2.23% | +6.6% |
| Q2 2022 | $5,306,000 | +5.8% | 255,829 | +7.5% | 2.09% | +19.5% |
| Q1 2022 | $5,013,000 | +16.0% | 237,945 | +20.2% | 1.75% | +19.0% |
| Q4 2021 | $4,321,000 | -1.5% | 197,938 | -0.2% | 1.47% | +11.4% |
| Q3 2021 | $4,385,000 | +7.0% | 198,344 | +7.4% | 1.32% | +13.8% |
| Q2 2021 | $4,097,000 | +3.9% | 184,627 | +3.8% | 1.16% | +0.6% |
| Q1 2021 | $3,944,000 | -0.2% | 177,892 | +0.8% | 1.15% | -9.0% |
| Q4 2020 | $3,953,000 | +2.1% | 176,559 | +1.2% | 1.27% | -4.7% |
| Q3 2020 | $3,870,000 | +1.0% | 174,484 | +0.4% | 1.33% | -9.0% |
| Q2 2020 | $3,831,000 | +6.7% | 173,812 | -0.1% | 1.46% | -7.1% |
| Q1 2020 | $3,592,000 | -4.0% | 173,942 | -0.2% | 1.57% | +21.1% |
| Q4 2019 | $3,741,000 | – | 174,252 | – | 1.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Vista Private Wealth Partners. LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |