INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,814,081 | +3.7% | 239,387 | +3.8% | 0.05% | +1.9% |
| Q2 2023 | $4,642,117 | +15.7% | 230,607 | +16.6% | 0.05% | +8.2% |
| Q1 2023 | $4,010,950 | +11.1% | 197,779 | +10.4% | 0.05% | +2.1% |
| Q4 2022 | $3,608,999 | +99.5% | 179,196 | +97.6% | 0.05% | +71.4% |
| Q3 2022 | $1,809,000 | +38.1% | 90,694 | +41.5% | 0.03% | +40.0% |
| Q2 2022 | $1,310,000 | +244.7% | 64,089 | +252.7% | 0.02% | +300.0% |
| Q1 2022 | $380,000 | – | 18,170 | – | 0.01% | – |
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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% |