INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 81 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,830,586 | +55.4% | 151,085 | +57.8% | 0.00% | 0.0% |
| Q2 2023 | $1,821,024 | +28.5% | 95,715 | +30.4% | 0.00% | 0.0% |
| Q1 2023 | $1,416,600 | +39.4% | 73,380 | +37.2% | 0.00% | 0.0% |
| Q4 2022 | $1,016,112 | +179.2% | 53,494 | +228.8% | 0.00% | – |
| Q4 2020 | $364,000 | +2.8% | 16,268 | +0.9% | 0.00% | – |
| Q3 2020 | $354,000 | – | 16,125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 558,019 | $10,616,597 | 7.04% |
| TLWM | 533,657 | $10,153,058 | 2.92% |
| Legacy Financial Group LLC | 595,202 | $11,324,009 | 2.92% |
| Red Spruce Capital, LLC | 276,158 | $5,254,044 | 2.83% |
| Virginia National Bank | 41,900 | $797,168 | 2.75% |
| Horizons Wealth Management | 180,732 | $3,437,406 | 2.44% |
| Goepper Burkhardt LLC | 177,600 | $3,378,929 | 2.04% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 278,213 | $5,293,133 | 1.91% |
| DENVER WEALTH MANAGEMENT, INC. | 134,453 | $2,558,028 | 1.78% |
| VISTA INVESTMENT MANAGEMENT | 180,217 | $3,428,719 | 1.74% |