INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 66 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,235 | -0.6% | 493 | +1.0% | 0.00% | +50.0% |
| Q2 2023 | $9,287 | -0.5% | 488 | +0.8% | 0.00% | -33.3% |
| Q1 2023 | $9,335 | +2.5% | 484 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $9,105 | +1.2% | 479 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 476 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | 0.0% | 471 | +0.4% | 0.00% | +50.0% |
| Q1 2022 | $9,000 | -10.0% | 469 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 466 | +1.5% | 0.00% | -33.3% |
| Q1 2021 | $10,000 | 0.0% | 459 | +1.1% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 454 | -4.0% | 0.00% | -25.0% |
| Q3 2019 | $10,000 | – | 473 | – | 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% |