INVESCO EXCH TRD SLF IDX FD's ticker is BSCS and the CUSIP is 46138J643. A total of 191 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,030,925 | +4.3% | 302,302 | +4.9% | 0.06% | -3.1% |
| Q1 2024 | $5,782,147 | +26.5% | 288,099 | +27.8% | 0.06% | +16.1% |
| Q4 2023 | $4,571,254 | +75.0% | 225,407 | +67.1% | 0.06% | +51.4% |
| Q3 2023 | $2,612,590 | +822.3% | 134,913 | +840.4% | 0.04% | +825.0% |
| Q2 2023 | $283,282 | – | 14,347 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 950,696 | $18,771,497 | 5.41% |
| VISTA INVESTMENT MANAGEMENT | 295,362 | $5,831,923 | 2.95% |
| TruWealth Advisors, LLC | 1,337,250 | $26,403,997 | 2.27% |
| Horizons Wealth Management | 159,305 | $3,143,407 | 2.23% |
| Altus Wealth Group LLC | 172,080 | $3,397,713 | 2.09% |
| Camelot Portfolios, LLC | 140,508 | $2,774,325 | 1.74% |
| ROVIN CAPITAL /UT/ /ADV | 153,273 | $3,026 | 1.35% |
| EASTERN BANK | 1,413,867 | $27,916,825 | 1.33% |
| Goepper Burkhardt LLC | 110,900 | $2,189,721 | 1.32% |
| Motley Fool Wealth Management, LLC | 1,001,434 | $19,770,847 | 1.16% |