INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,554,518 | +10.1% | 615,083 | +11.0% | 1.00% | +14.6% |
| Q2 2023 | $10,495,511 | -1.4% | 553,999 | -0.3% | 0.87% | -4.4% |
| Q1 2023 | $10,644,662 | +1.1% | 555,567 | -0.1% | 0.91% | -4.6% |
| Q4 2022 | $10,527,770 | +4.5% | 556,289 | +2.9% | 0.95% | -0.4% |
| Q3 2022 | $10,078,000 | +1.4% | 540,694 | +4.9% | 0.96% | +7.5% |
| Q2 2022 | $9,934,000 | +27.8% | 515,487 | +32.4% | 0.89% | +47.2% |
| Q1 2022 | $7,775,000 | +95.7% | 389,359 | +107.4% | 0.60% | +102.7% |
| Q4 2021 | $3,972,000 | – | 187,711 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |