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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 235 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q1 2023$218,254
-13.8%
10,600
-14.2%
0.02%
-18.5%
Q4 2022$253,134
-38.3%
12,357
-38.6%
0.03%
-41.3%
Q3 2022$410,000
-32.8%
20,119
-31.6%
0.05%
-28.1%
Q2 2022$610,000
-42.5%
29,399
-41.6%
0.06%
-31.9%
Q1 2022$1,060,000
-62.5%
50,330
-61.1%
0.09%
-58.0%
Q4 2021$2,824,000
-25.2%
129,345
-24.3%
0.22%
-31.3%
Q3 2021$3,777,000
-13.6%
170,848
-13.3%
0.33%
-12.6%
Q2 2021$4,374,000
+19.7%
197,131
+19.8%
0.37%
+18.0%
Q1 2021$3,655,000
+29.6%
164,486
+30.6%
0.32%
+17.9%
Q4 2020$2,821,000
+35.5%
125,994
+34.3%
0.27%
+18.6%
Q3 2020$2,082,00093,8500.23%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2021
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 505,736$11,146,0008.30%
Fusion Family Wealth LLC 1,574,171$34,695,0008.18%
Private Vista, LLC 688,085$15,170,0007.34%
DWM Financial Group, Inc. 150,887$3,326,0004.96%
S.E.E.D. Planning Group LLC 287,016$6,326,0004.94%
Denver PWM, LLC 356,234$7,852,0004.80%
Barnett & Company, Inc. 206,089$4,542,0003.69%
Red Spruce Capital, LLC 167,965$3,702,0003.14%
Marietta Wealth Management, LLC 395,969$8,727,0002.98%
1834 INVESTMENT ADVISORS CO 840,128$18,516,0002.93%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders