INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 329 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $566,640 | -52.4% | 26,906 | -52.6% | 0.05% | -53.4% |
| Q1 2024 | $1,190,949 | -68.1% | 56,793 | -68.2% | 0.10% | -67.5% |
| Q4 2023 | $3,734,969 | -14.5% | 178,835 | -15.4% | 0.32% | -21.9% |
| Q3 2023 | $4,367,757 | -1.1% | 211,309 | -1.5% | 0.41% | +1.5% |
| Q2 2023 | $4,414,754 | -0.1% | 214,621 | -0.0% | 0.40% | -5.4% |
| Q1 2023 | $4,420,652 | +0.4% | 214,699 | -0.1% | 0.42% | -5.2% |
| Q4 2022 | $4,403,088 | -0.4% | 214,941 | -0.8% | 0.45% | -9.7% |
| Q3 2022 | $4,419,000 | +1.0% | 216,744 | +2.7% | 0.49% | +5.8% |
| Q2 2022 | $4,377,000 | +0.6% | 211,044 | +2.2% | 0.47% | +13.6% |
| Q1 2022 | $4,353,000 | -5.0% | 206,596 | -1.5% | 0.41% | -1.0% |
| Q4 2021 | $4,581,000 | +70.5% | 209,840 | +72.7% | 0.42% | +56.0% |
| Q3 2021 | $2,687,000 | +115.8% | 121,535 | +116.6% | 0.27% | +109.4% |
| Q2 2021 | $1,245,000 | +10.9% | 56,100 | +10.7% | 0.13% | +5.0% |
| Q1 2021 | $1,123,000 | +192.4% | 50,675 | +195.1% | 0.12% | +175.0% |
| Q4 2020 | $384,000 | 0.0% | 17,170 | -0.8% | 0.04% | -13.7% |
| Q3 2020 | $384,000 | 0.0% | 17,305 | -0.7% | 0.05% | -7.3% |
| Q2 2020 | $384,000 | +6.4% | 17,435 | -0.2% | 0.06% | -9.8% |
| Q1 2020 | $361,000 | -3.7% | 17,470 | 0.0% | 0.06% | +32.6% |
| Q4 2019 | $375,000 | – | 17,470 | – | 0.05% | – |
Download | ||||||
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% |