INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $323,000 | -27.6% | 15,476 | -27.4% | 0.04% | -23.4% |
| Q2 2022 | $446,000 | -56.9% | 21,308 | -56.6% | 0.05% | -48.4% |
| Q1 2022 | $1,036,000 | -62.2% | 49,110 | -61.5% | 0.09% | -58.1% |
| Q4 2021 | $2,741,000 | -43.4% | 127,718 | -42.9% | 0.22% | -48.1% |
| Q3 2021 | $4,845,000 | -61.1% | 223,560 | -61.0% | 0.42% | -60.6% |
| Q2 2021 | $12,462,000 | -13.8% | 573,491 | -13.6% | 1.06% | -15.2% |
| Q1 2021 | $14,457,000 | +19.3% | 663,770 | +20.0% | 1.25% | +8.6% |
| Q4 2020 | $12,115,000 | +30.1% | 553,204 | +29.4% | 1.15% | +14.0% |
| Q3 2020 | $9,315,000 | – | 427,471 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |