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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $336,265 | -55.7% | 16,415 | -55.9% | 0.05% | -59.8% |
| Q3 2022 | $759,000 | -14.7% | 37,192 | -13.3% | 0.13% | -6.6% |
| Q2 2022 | $890,000 | -18.8% | 42,917 | -17.5% | 0.14% | +0.7% |
| Q1 2022 | $1,096,000 | +2.4% | 51,992 | +6.1% | 0.14% | +0.7% |
| Q4 2021 | $1,070,000 | -31.7% | 49,000 | -30.8% | 0.13% | -37.1% |
| Q3 2021 | $1,567,000 | -3.5% | 70,850 | -3.1% | 0.21% | -3.2% |
| Q2 2021 | $1,623,000 | +0.9% | 73,125 | +0.9% | 0.22% | -3.5% |
| Q1 2021 | $1,608,000 | +6.0% | 72,495 | +7.0% | 0.23% | 0.0% |
| Q4 2020 | $1,517,000 | +21.0% | 67,725 | +19.9% | 0.23% | +9.1% |
| Q3 2020 | $1,254,000 | +17.2% | 56,500 | +16.5% | 0.21% | +6.6% |
| Q2 2020 | $1,070,000 | +36.7% | 48,500 | +27.9% | 0.20% | +8.3% |
| Q1 2020 | $783,000 | +21.8% | 37,910 | +26.6% | 0.18% | +57.4% |
| Q4 2019 | $643,000 | – | 29,935 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 588,969 | $13,187,000 | 8.12% |
| Fusion Family Wealth LLC | 1,709,830 | $38,283,000 | 6.76% |
| S.E.E.D. Planning Group LLC | 404,453 | $9,056,000 | 5.44% |
| DWM Financial Group, Inc. | 153,929 | $3,446,000 | 4.69% |
| Vista Private Wealth Partners. LLC | 406,918 | $9,111,000 | 4.53% |
| Goepper Burkhardt LLC | 225,630 | $5,052,000 | 3.66% |
| 1834 INVESTMENT ADVISORS CO | 1,042,824 | $23,349,000 | 3.11% |
| Advisors Preferred, LLC | 745,080 | $16,682,000 | 3.10% |
| Marietta Wealth Management, LLC | 454,349 | $10,173,000 | 2.80% |
| Pacific Wealth Strategies Group, Inc. | 287,829 | $6,439,000 | 2.78% |