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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 134 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$373,090
-1.1%
18,244
-1.2%
0.03%
-3.0%
Q1 2024$377,220
-3.1%
18,464
-2.9%
0.03%
-13.2%
Q4 2023$389,116
-0.9%
19,023
-2.6%
0.04%
+5.6%
Q3 2023$392,708
+0.2%
19,528
+0.3%
0.04%
-2.7%
Q2 2023$391,931
+0.9%
19,470
+1.6%
0.04%
-5.1%
Q1 2023$388,565
-0.6%
19,160
-1.3%
0.04%
-7.1%
Q4 2022$390,817
-24.8%
19,405
-25.6%
0.04%
-27.6%
Q3 2022$520,000
-14.9%
26,093
-12.7%
0.06%
-9.4%
Q2 2022$611,000
-60.0%
29,878
-59.1%
0.06%
-52.6%
Q1 2022$1,527,000
-74.0%
73,041
-72.8%
0.14%
-71.0%
Q4 2021$5,873,000
-18.6%
268,172
-17.5%
0.46%
-25.2%
Q3 2021$7,212,000
-42.7%
324,959
-42.4%
0.62%
-42.0%
Q2 2021$12,596,000
-6.7%
564,597
-6.9%
1.07%
-8.2%
Q1 2021$13,503,000
+11.8%
606,452
+13.6%
1.17%
+1.7%
Q4 2020$12,081,000
+23.5%
533,853
+21.9%
1.15%
+8.3%
Q3 2020$9,785,000437,7991.06%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
S.E.E.D. Planning Group LLC 459,998$10,263,0005.05%
Goepper Burkhardt LLC 217,880$4,861,0003.07%
Red Spruce Capital, LLC 200,718$4,478,0002.64%
Ironwood Financial, llc 381,570$8,513,0002.56%
Marietta Wealth Management, LLC 490,524$10,944,0002.47%
Camelot Portfolios, LLC 233,689$5,214,0002.10%
TLWM 235,106$5,243,0001.88%
Addison Advisors LLC 99,155$2,212,0001.79%
Motley Fool Wealth Management, LLC 1,588,804$35,446,0001.49%
Asset Dedication, LLC 441,505$9,846,0001.47%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders