INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,790,219 | -11.9% | 148,532 | -11.2% | 0.32% | -7.4% |
| Q2 2023 | $3,167,150 | -8.4% | 167,176 | -7.3% | 0.34% | -13.5% |
| Q1 2023 | $3,456,675 | -1.7% | 180,411 | -2.9% | 0.39% | -5.3% |
| Q4 2022 | $3,515,925 | +20.3% | 185,782 | +18.5% | 0.42% | +11.0% |
| Q3 2022 | $2,923,000 | -9.6% | 156,811 | -6.6% | 0.37% | -6.3% |
| Q2 2022 | $3,234,000 | -29.8% | 167,811 | -27.3% | 0.40% | -18.7% |
| Q1 2022 | $4,610,000 | -14.0% | 230,857 | -8.9% | 0.49% | -9.6% |
| Q4 2021 | $5,360,000 | -10.0% | 253,327 | -8.9% | 0.54% | -17.9% |
| Q3 2021 | $5,957,000 | -4.1% | 277,995 | -3.7% | 0.66% | -4.8% |
| Q2 2021 | $6,214,000 | +3.3% | 288,690 | +2.2% | 0.69% | -4.1% |
| Q1 2021 | $6,018,000 | +32.2% | 282,400 | +36.0% | 0.72% | +22.1% |
| Q4 2020 | $4,553,000 | +23.9% | 207,625 | +22.3% | 0.59% | +14.5% |
| Q3 2020 | $3,674,000 | +383.4% | 169,762 | +380.5% | 0.52% | +354.4% |
| Q2 2020 | $760,000 | +270.7% | 35,330 | +239.5% | 0.11% | +216.7% |
| Q1 2020 | $205,000 | – | 10,407 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |