INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. 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 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,656,682 | +42.4% | 281,287 | +42.6% | 0.08% | +42.1% |
Q2 2023 | $3,971,045 | +48.7% | 197,270 | +49.8% | 0.06% | +32.6% |
Q1 2023 | $2,670,653 | +111.5% | 131,689 | +110.0% | 0.04% | +95.5% |
Q4 2022 | $1,262,778 | +12.0% | 62,700 | +10.9% | 0.02% | 0.0% |
Q3 2022 | $1,127,000 | +23.0% | 56,514 | +26.1% | 0.02% | +29.4% |
Q2 2022 | $916,000 | – | 44,808 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
TLWM | 329,267 | $7,211,000 | 2.42% |
Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |