YHB Investment Advisors, Inc. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 79 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
YHB Investment Advisors, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$277,140
+0.5%
14,753
+1.3%
0.03%0.0%
Q2 2023$275,801
-3.2%
14,558
-2.1%
0.03%
-10.3%
Q1 2023$284,871
-3.0%
14,868
-4.2%
0.03%
-6.5%
Q4 2022$293,621
-9.7%
15,515
-11.1%
0.03%
-13.9%
Q3 2022$325,000
-13.6%
17,458
-10.5%
0.04%
-10.0%
Q2 2022$376,000
-42.1%
19,503
-40.0%
0.04%
-29.8%
Q1 2022$649,000
-83.0%
32,494
-81.9%
0.06%
-81.1%
Q4 2021$3,808,000
-1.6%
179,983
-0.3%
0.30%
-9.6%
Q3 2021$3,869,000
+1.8%
180,545
+2.3%
0.33%
+3.1%
Q2 2021$3,800,000
+34.2%
176,539
+33.7%
0.32%
+32.2%
Q1 2021$2,832,000
+23.1%
132,009
+25.8%
0.24%
+11.9%
Q4 2020$2,301,000
+84.5%
104,946
+82.1%
0.22%
+62.2%
Q3 2020$1,247,00057,6400.14%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 729,924$13,711,84814.20%
MFA WEALTH ADVISORS, LLC 1,598,598$30,030,1389.32%
Sterling Financial Group, Inc. 539,359$10,132,0256.36%
TLWM 1,178,935$22,146,6265.87%
KICKSTAND VENTURES, LLC. 999,363$18,773,3345.81%
Engrave Wealth Partners LLC 914,987$17,188,2965.28%
SHUFRO ROSE & CO LLC 2,810,488$52,795,8564.98%
GILL CAPITAL PARTNERS, LLC 515,020$9,674,7964.28%
Sound Stewardship, LLC 330,445$6,207,5054.17%
Red Spruce Capital, LLC 390,724$7,339,8684.17%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders