INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 211 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,745 | +6.3% | 15,945 | +6.5% | 0.01% | 0.0% |
| Q1 2024 | $287,612 | +31.5% | 14,972 | +32.1% | 0.01% | +25.0% |
| Q4 2023 | $218,785 | +9.5% | 11,336 | +6.6% | 0.00% | 0.0% |
| Q3 2023 | $199,800 | -0.8% | 10,636 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $201,499 | -1.1% | 10,636 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $203,786 | +1.2% | 10,636 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $201,286 | -25.4% | 10,636 | -26.6% | 0.01% | 0.0% |
| Q3 2022 | $270,000 | -14.0% | 14,499 | -11.0% | 0.01% | -16.7% |
| Q2 2022 | $314,000 | +28.2% | 16,296 | +32.6% | 0.01% | +50.0% |
| Q1 2022 | $245,000 | +2.5% | 12,286 | +8.7% | 0.00% | 0.0% |
| Q4 2021 | $239,000 | – | 11,299 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 658,997 | $12,484,692 | 12.88% |
| Sterling Financial Group, Inc. | 582,755 | $11,040,301 | 7.32% |
| Engrave Wealth Partners LLC | 1,105,997 | $20,953,114 | 6.64% |
| TLWM | 1,051,935 | $19,928,883 | 5.74% |
| SHUFRO ROSE & CO LLC | 2,846,511 | $53,927,148 | 4.92% |
| BCS Wealth Management | 304,941 | $5,777 | 4.22% |
| Red Spruce Capital, LLC | 399,641 | $7,571,199 | 4.08% |
| TCWP LLC | 981,860 | $18,601,339 | 3.97% |
| Sound Stewardship, LLC | 311,425 | $5,899,946 | 3.88% |
| GILL CAPITAL PARTNERS, LLC | 481,768 | $9,127,093 | 3.84% |