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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Vista Private Wealth Partners. LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |