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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 339 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2022$1,998,000
-7.5%
95,723
-7.1%
0.19%
-1.0%
Q2 2022$2,159,000
-8.4%
103,051
-7.8%
0.19%
+8.4%
Q1 2022$2,357,000
-3.7%
111,729
-2.0%
0.18%
+1.1%
Q4 2021$2,447,000
-8.9%
114,004
-8.1%
0.18%
-14.5%
Q3 2021$2,687,000
-8.8%
124,009
-8.5%
0.21%
-8.0%
Q2 2021$2,946,000
-2.0%
135,582
-1.8%
0.22%
-11.8%
Q1 2021$3,006,000
-62.8%
138,098
-62.5%
0.26%
-64.4%
Q4 2020$8,073,000
-21.6%
368,641
-22.0%
0.72%
-27.1%
Q3 2020$10,302,000
+11.1%
472,780
+11.0%
0.98%
+1.7%
Q2 2020$9,272,000
+24.1%
426,098
+18.2%
0.97%
+2.8%
Q1 2020$7,469,000
-12.9%
360,373
-10.5%
0.94%
+11.6%
Q4 2019$8,580,000
+17.3%
402,610
+17.2%
0.84%
+15.6%
Q3 2019$7,316,000
+11.1%
343,642
+10.4%
0.73%
+7.2%
Q2 2019$6,586,000
+33.6%
311,324
+31.4%
0.68%
+29.0%
Q1 2019$4,929,000
+136.1%
236,985
+129.0%
0.53%
+54.8%
Q4 2018$2,088,000
+273.5%
103,502
+274.6%
0.34%
+508.9%
Q3 2018$559,00027,6330.06%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
Oakhurst Advisors,LLC 1,461,801$30,844,00011.32%
Tatro Capital, LLC 384,831$8,120,0006.08%
IMA Wealth, Inc. 1,112,466$23,473,0005.39%
S.E.E.D. Planning Group LLC 540,074$11,396,0004.86%
Blossom Wealth Management 45,499$960,0004.33%
SENTINEL PENSION ADVISORS INC 600,931$12,680,0004.30%
Strategic Family Wealth Counselors, L.L.C. 458,080$9,665,0003.90%
Asset Dedication, LLC 1,639,329$34,575,0003.85%
Goepper Burkhardt LLC 299,271$6,315,0003.83%
Red Spruce Capital, LLC 311,866$6,580,0003.73%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders