INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 358 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $749,694 | -44.2% | 35,598 | -44.5% | 0.17% | -45.6% |
| Q1 2024 | $1,344,030 | -43.4% | 64,093 | -43.7% | 0.30% | -50.7% |
| Q4 2023 | $2,376,525 | -17.7% | 113,791 | -18.5% | 0.62% | -26.3% |
| Q3 2023 | $2,887,558 | -1.4% | 139,698 | -1.9% | 0.84% | +1.3% |
| Q2 2023 | $2,929,353 | -0.2% | 142,409 | +0.1% | 0.83% | -8.7% |
| Q1 2023 | $2,936,330 | +12.8% | 142,333 | +12.8% | 0.91% | +12.1% |
| Q4 2022 | $2,603,798 | -27.2% | 126,153 | -28.1% | 0.81% | -28.2% |
| Q3 2022 | $3,579,000 | -1.2% | 175,509 | +0.5% | 1.13% | +4.4% |
| Q2 2022 | $3,623,000 | -1.1% | 174,678 | +0.4% | 1.08% | +16.4% |
| Q1 2022 | $3,665,000 | +10.9% | 173,933 | +14.9% | 0.93% | +9.3% |
| Q4 2021 | $3,305,000 | +4.2% | 151,388 | +5.5% | 0.85% | -4.5% |
| Q3 2021 | $3,172,000 | +4.2% | 143,485 | +4.6% | 0.89% | +6.2% |
| Q2 2021 | $3,043,000 | +3.0% | 137,135 | +2.9% | 0.84% | -2.7% |
| Q1 2021 | $2,955,000 | +19.4% | 133,291 | +20.6% | 0.86% | +9.4% |
| Q4 2020 | $2,474,000 | +99.0% | 110,499 | +97.2% | 0.79% | +58.8% |
| Q3 2020 | $1,243,000 | +23.3% | 56,033 | +22.5% | 0.50% | +11.0% |
| Q2 2020 | $1,008,000 | +27.8% | 45,747 | +19.8% | 0.45% | +3.0% |
| Q1 2020 | $789,000 | +33.7% | 38,200 | +38.9% | 0.43% | +79.7% |
| Q4 2019 | $590,000 | +110.0% | 27,500 | +109.9% | 0.24% | +102.5% |
| Q3 2019 | $281,000 | – | 13,100 | – | 0.12% | – |
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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% |