INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,367,513 | +2.4% | 217,181 | +2.5% | 0.16% | +7.2% |
| Q2 2023 | $4,263,735 | -14.8% | 211,809 | -14.2% | 0.15% | -7.8% |
| Q1 2023 | $5,005,747 | +12.2% | 246,831 | +11.5% | 0.17% | +4.4% |
| Q4 2022 | $4,459,982 | +6.0% | 221,448 | +5.0% | 0.16% | -0.6% |
| Q3 2022 | $4,207,000 | +0.6% | 210,913 | +3.1% | 0.16% | +10.3% |
| Q2 2022 | $4,181,000 | +45.5% | 204,560 | +48.9% | 0.14% | +68.6% |
| Q1 2022 | $2,873,000 | -4.0% | 137,387 | +0.5% | 0.09% | +3.6% |
| Q4 2021 | $2,994,000 | +7.4% | 136,728 | +8.8% | 0.08% | -1.2% |
| Q3 2021 | $2,788,000 | +3.6% | 125,617 | +4.2% | 0.08% | +5.0% |
| Q2 2021 | $2,690,000 | +14.8% | 120,576 | +14.0% | 0.08% | +6.7% |
| Q1 2021 | $2,344,000 | +2.4% | 105,814 | +4.7% | 0.08% | -3.8% |
| Q4 2020 | $2,288,000 | – | 101,084 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 572,436 | $12,705,000 | 5.99% |
| Goepper Burkhardt LLC | 221,850 | $4,924,000 | 3.14% |
| Red Spruce Capital, LLC | 203,560 | $4,518,000 | 2.64% |
| Marietta Wealth Management, LLC | 527,364 | $11,705,000 | 2.56% |
| Ironwood Financial, llc | 386,359 | $8,575,000 | 2.51% |
| Asset Dedication, LLC | 788,643 | $17,499,000 | 2.31% |
| TLWM | 270,626 | $6,004,000 | 2.28% |
| Camelot Portfolios, LLC | 200,097 | $4,441,000 | 2.28% |
| Addison Advisors LLC | 105,405 | $2,339,000 | 1.88% |
| Motley Fool Wealth Management, LLC | 1,669,528 | $37,055,000 | 1.61% |