INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $376,000 | -0.5% | 18,000 | -0.3% | 0.03% | +10.3% |
| Q2 2022 | $378,000 | -0.8% | 18,050 | 0.0% | 0.03% | +16.0% |
| Q1 2022 | $381,000 | -5.9% | 18,050 | -4.2% | 0.02% | -3.8% |
| Q4 2021 | $405,000 | +4.7% | 18,850 | +5.6% | 0.03% | -7.1% |
| Q3 2021 | $387,000 | -0.3% | 17,850 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $388,000 | -0.3% | 17,850 | 0.0% | 0.03% | -9.7% |
| Q1 2021 | $389,000 | +12.4% | 17,850 | +13.0% | 0.03% | +10.7% |
| Q4 2020 | $346,000 | +18.1% | 15,800 | +17.5% | 0.03% | +3.7% |
| Q3 2020 | $293,000 | – | 13,450 | – | 0.03% | – |
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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% |