INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,555,896 | +15.8% | 704,204 | +15.2% | 1.25% | +20.6% |
| Q2 2023 | $12,569,030 | -0.1% | 611,037 | -0.0% | 1.04% | -3.2% |
| Q1 2023 | $12,586,728 | -0.5% | 611,303 | -1.1% | 1.07% | -6.2% |
| Q4 2022 | $12,656,103 | -1.9% | 617,820 | -2.3% | 1.14% | -6.5% |
| Q3 2022 | $12,896,000 | +7.0% | 632,475 | +8.8% | 1.22% | +13.4% |
| Q2 2022 | $12,057,000 | +25.9% | 581,343 | +27.9% | 1.08% | +45.0% |
| Q1 2022 | $9,580,000 | +112.1% | 454,633 | +119.7% | 0.74% | +119.5% |
| Q4 2021 | $4,517,000 | – | 206,921 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |