INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 334 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,248,959 | -12.4% | 297,853 | -12.9% | 1.97% | -17.6% |
| Q3 2022 | $7,137,000 | -9.2% | 341,984 | -8.8% | 2.39% | -8.0% |
| Q2 2022 | $7,856,000 | -20.4% | 375,003 | -19.8% | 2.60% | -7.2% |
| Q1 2022 | $9,872,000 | -2.2% | 467,854 | -0.5% | 2.80% | +5.9% |
| Q4 2021 | $10,096,000 | +11.1% | 470,439 | +12.2% | 2.65% | +6.6% |
| Q3 2021 | $9,086,000 | +83.6% | 419,273 | +84.1% | 2.48% | +63.7% |
| Q2 2021 | $4,949,000 | – | 227,763 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |