Linscomb Wealth, Inc. - 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 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$314,820
+0.5%
15,231
+0.1%
0.02%
+5.9%
Q2 2023$313,124
-0.0%
15,222
+0.1%
0.02%
+6.2%
Q1 2023$313,254
-6.6%
15,214
-7.1%
0.02%
-5.9%
Q4 2022$335,357
-17.0%
16,371
-17.4%
0.02%
-32.0%
Q3 2022$404,000
-4.0%
19,827
-2.2%
0.02%
+4.2%
Q2 2022$421,000
-1.4%
20,282
+0.0%
0.02%
+20.0%
Q1 2022$427,000
-3.6%
20,277
+0.0%
0.02%
-4.8%
Q4 2021$443,000
-5.3%
20,270
-4.2%
0.02%
-12.5%
Q3 2021$468,000
-0.2%
21,159
+0.0%
0.02%0.0%
Q2 2021$469,000
-5.6%
21,154
-5.6%
0.02%
-11.1%
Q1 2021$497,000
-1.0%
22,408
+0.0%
0.03%
-10.0%
Q4 2020$502,000
+1.0%
22,403
+0.0%
0.03%
-11.8%
Q3 2020$497,000
+0.8%
22,397
+0.0%
0.03%
-5.6%
Q2 2020$493,000
-7.3%
22,390
-13.1%
0.04%
-23.4%
Q1 2020$532,000
-8.3%
25,766
-4.6%
0.05%
+23.7%
Q4 2019$580,000
+0.2%
27,008
+0.0%
0.04%
-19.1%
Q3 2019$579,000
-2.2%
27,000
-3.0%
0.05%
-4.1%
Q2 2019$592,000
+2.6%
27,842
+0.0%
0.05%0.0%
Q1 2019$577,000
+3.8%
27,834
+0.0%
0.05%
-7.5%
Q4 2018$556,000
-3.5%
27,824
-2.9%
0.05%
+12.8%
Q3 2018$576,000
-1.5%
28,646
-1.7%
0.05%
-6.0%
Q2 2018$585,00029,1340.05%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
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