Beaumont Financial Partners, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$2,000,000
-4.5%
98,068
-2.9%
0.19%
+2.1%
Q2 2022$2,094,000
-8.5%
100,971
-7.1%
0.19%
+8.0%
Q1 2022$2,289,000
-4.7%
108,655
-1.3%
0.17%0.0%
Q4 2021$2,403,000
-9.3%
110,067
-8.1%
0.17%
-14.7%
Q3 2021$2,649,000
-5.9%
119,808
-5.5%
0.20%
-5.1%
Q2 2021$2,815,000
-2.0%
126,843
-2.1%
0.22%
-11.5%
Q1 2021$2,873,000
-64.2%
129,591
-63.9%
0.24%
-65.9%
Q4 2020$8,028,000
-20.2%
358,561
-21.0%
0.71%
-25.8%
Q3 2020$10,065,000
+13.4%
453,766
+12.7%
0.96%
+3.7%
Q2 2020$8,874,000
+27.4%
402,636
+19.3%
0.93%
+5.5%
Q1 2020$6,968,000
-2.8%
337,416
+1.0%
0.88%
+24.7%
Q4 2019$7,169,000
+27.1%
333,914
+26.9%
0.70%
+25.2%
Q3 2019$5,639,000
+250.2%
263,143
+247.3%
0.56%
+239.2%
Q2 2019$1,610,00075,7670.17%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 4,449,935$97,142,0007.02%
GPM Growth Investors, Inc. 634,356$13,848,0006.90%
Oakhurst Advisors,LLC 856,538$18,698,0005.73%
S.E.E.D. Planning Group LLC 584,924$12,769,0005.54%
Fusion Family Wealth LLC 1,651,791$36,059,0005.37%
Vista Private Wealth Partners. LLC 507,977$11,077,0004.23%
NORTHCAPE WEALTH MANAGEMENT, LLC 488,958$10,674,0003.60%
Red Spruce Capital, LLC 297,304$6,490,0003.55%
SENTINEL PENSION ADVISORS INC 513,195$11,203,0003.53%
Goepper Burkhardt LLC 271,848$5,934,0003.53%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders