INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 303 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,746 | +0.7% | 36,399 | +0.4% | 0.11% | +3.9% |
| Q2 2023 | $767,657 | +1.3% | 36,262 | +0.8% | 0.10% | -7.3% |
| Q1 2023 | $758,055 | +10.5% | 35,961 | +10.0% | 0.11% | +1.9% |
| Q4 2022 | $685,878 | +2.8% | 32,692 | +2.4% | 0.11% | -5.3% |
| Q3 2022 | $667,000 | -3.6% | 31,939 | -3.2% | 0.11% | +5.6% |
| Q2 2022 | $692,000 | +5.3% | 32,983 | +5.9% | 0.11% | +9.1% |
| Q1 2022 | $657,000 | +22.8% | 31,144 | +24.9% | 0.10% | +65.0% |
| Q4 2021 | $535,000 | -0.4% | 24,941 | +0.6% | 0.06% | -13.0% |
| Q3 2021 | $537,000 | +165.8% | 24,792 | +166.6% | 0.07% | +200.0% |
| Q2 2021 | $202,000 | – | 9,299 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |