INVESCO EXCH TRD SLF IDX FD's ticker is BSCU and the CUSIP is 46138J460. A total of 101 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,176,362 | +12.1% | 72,347 | +13.0% | 0.01% | 0.0% |
| Q1 2024 | $1,049,763 | +2.6% | 64,049 | +4.1% | 0.01% | -7.7% |
| Q4 2023 | $1,023,169 | -9.2% | 61,507 | -14.9% | 0.01% | -18.8% |
| Q3 2023 | $1,126,652 | +6.6% | 72,314 | +10.9% | 0.02% | +6.7% |
| Q2 2023 | $1,056,629 | +6.1% | 65,224 | +8.0% | 0.02% | -6.2% |
| Q1 2023 | $995,567 | -15.0% | 60,374 | -17.7% | 0.02% | -20.0% |
| Q4 2022 | $1,171,504 | +150.9% | 73,374 | +144.4% | 0.02% | +122.2% |
| Q3 2022 | $467,000 | – | 30,024 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 1,412,952 | $22,974,627 | 4.94% |
| VISTA INVESTMENT MANAGEMENT | 320,154 | $5,205,702 | 2.11% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,181,297 | $19,207,882 | 2.00% |
| Goepper Burkhardt LLC | 191,600 | $3,115,416 | 1.41% |
| EASTERN BANK | 1,879,680 | $30,563,620 | 1.23% |
| Atlantic Union Bankshares Corp | 1,200,323 | $19,515,858 | 1.22% |
| Horizons Wealth Management | 93,292 | $1,536,519 | 1.22% |
| Motley Fool Wealth Management, LLC | 1,362,418 | $22,175,373 | 1.13% |
| BCS Wealth Management | 126,790 | $2,062 | 1.00% |
| Addison Advisors LLC | 186,473 | $3,032,051 | 0.98% |