INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,058,880 | +9.6% | 51,228 | +9.1% | 0.08% | +13.0% |
| Q2 2023 | $965,727 | +10.4% | 46,948 | +10.5% | 0.07% | +11.3% |
| Q1 2023 | $874,564 | -4.2% | 42,475 | -4.7% | 0.06% | -11.4% |
| Q4 2022 | $913,363 | +18.6% | 44,586 | +18.0% | 0.07% | +9.4% |
| Q3 2022 | $770,000 | -16.6% | 37,784 | -15.1% | 0.06% | -13.5% |
| Q2 2022 | $923,000 | +104.7% | 44,521 | +108.2% | 0.07% | +146.7% |
| Q1 2022 | $451,000 | +7.4% | 21,385 | +11.1% | 0.03% | +11.1% |
| Q4 2021 | $420,000 | +3.4% | 19,243 | +5.2% | 0.03% | -15.6% |
| Q2 2021 | $406,000 | – | 18,289 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |