INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 347 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $355,462 | -48.4% | 17,382 | -48.5% | 0.28% | -30.8% |
| Q1 2024 | $689,533 | -12.3% | 33,751 | -12.2% | 0.40% | -26.4% |
| Q4 2023 | $786,106 | +16.2% | 38,431 | +14.2% | 0.55% | +7.9% |
| Q3 2023 | $676,460 | +7.9% | 33,638 | +8.0% | 0.51% | +0.6% |
| Q2 2023 | $627,211 | +18.0% | 31,158 | +18.9% | 0.50% | +0.6% |
| Q1 2023 | $531,539 | +93.7% | 26,210 | +92.3% | 0.50% | +5.3% |
| Q4 2022 | $274,448 | – | 13,627 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hudson Capital Management LLC | 532,709 | $10,625,000 | 5.29% |
| Virginia National Bank | 79,145 | $1,579,000 | 5.04% |
| Goepper Burkhardt LLC | 269,338 | $5,372,000 | 4.00% |
| TLWM | 429,752 | $8,498,000 | 3.74% |
| S.E.E.D. Planning Group LLC | 385,050 | $7,680,000 | 3.59% |
| Ironwood Financial, llc | 468,265 | $9,340,000 | 3.10% |
| True Link Financial Advisors, LLC | 1,051,463 | $20,971,000 | 3.04% |
| Aptus Capital Advisors, LLC | 6,119,832 | $122,061,000 | 2.94% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 407,412 | $8,126,000 | 2.89% |
| Horizons Wealth Management | 152,891 | $3,049,000 | 2.81% |