INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,785,161 | +10.4% | 231,503 | +9.8% | 0.90% | +12.2% |
| Q2 2023 | $4,335,430 | +1.6% | 210,765 | +1.7% | 0.80% | -7.2% |
| Q1 2023 | $4,268,887 | +5.4% | 207,328 | +4.9% | 0.87% | -2.4% |
| Q4 2022 | $4,049,006 | +4.4% | 197,656 | +3.9% | 0.89% | -1.3% |
| Q3 2022 | $3,880,000 | +0.4% | 190,299 | +2.1% | 0.90% | +6.8% |
| Q2 2022 | $3,866,000 | +5.0% | 186,396 | +6.6% | 0.84% | +22.2% |
| Q1 2022 | $3,683,000 | +24.0% | 174,814 | +28.5% | 0.69% | +27.8% |
| Q4 2021 | $2,970,000 | +25.8% | 136,062 | +27.4% | 0.54% | +18.2% |
| Q3 2021 | $2,361,000 | +64.4% | 106,773 | +65.0% | 0.46% | +66.2% |
| Q2 2021 | $1,436,000 | +17.0% | 64,720 | +17.0% | 0.28% | +8.3% |
| Q1 2021 | $1,227,000 | -2.6% | 55,337 | -1.7% | 0.25% | -9.6% |
| Q4 2020 | $1,260,000 | -0.3% | 56,278 | -1.2% | 0.28% | -12.2% |
| Q3 2020 | $1,264,000 | +2.8% | 56,971 | +2.1% | 0.32% | -6.2% |
| Q2 2020 | $1,230,000 | +58.3% | 55,801 | +48.3% | 0.34% | +34.8% |
| Q1 2020 | $777,000 | +82.8% | 37,630 | +90.2% | 0.25% | +132.1% |
| Q4 2019 | $425,000 | +35.4% | 19,787 | +35.2% | 0.11% | +31.3% |
| Q3 2019 | $314,000 | +23.1% | 14,639 | +21.8% | 0.08% | +20.3% |
| Q2 2019 | $255,000 | – | 12,021 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |