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 | $478,385 | +0.6% | 22,533 | +0.3% | 0.04% | +2.9% |
| Q2 2023 | $475,542 | -4.7% | 22,463 | -5.1% | 0.03% | -5.6% |
| Q1 2023 | $498,885 | +0.6% | 23,666 | +0.1% | 0.04% | -5.3% |
| Q4 2022 | $496,125 | +5.6% | 23,647 | +4.9% | 0.04% | -2.6% |
| Q3 2022 | $470,000 | -12.1% | 22,543 | -11.8% | 0.04% | -9.3% |
| Q2 2022 | $535,000 | +12.6% | 25,549 | +13.4% | 0.04% | +34.4% |
| Q1 2022 | $475,000 | +16.4% | 22,528 | +18.6% | 0.03% | +18.5% |
| Q4 2021 | $408,000 | +10.9% | 19,002 | +12.2% | 0.03% | -6.9% |
| Q2 2021 | $368,000 | – | 16,930 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |