INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 358 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $357,430 | -48.3% | 16,972 | -48.5% | 0.28% | -30.3% |
| Q1 2024 | $691,066 | +3.5% | 32,955 | +3.1% | 0.40% | -13.4% |
| Q4 2023 | $667,610 | +14.0% | 31,966 | +12.8% | 0.46% | +5.9% |
| Q3 2023 | $585,829 | +9.9% | 28,342 | +9.3% | 0.44% | +2.6% |
| Q2 2023 | $533,298 | -0.1% | 25,926 | 0.0% | 0.43% | -14.9% |
| Q1 2023 | $533,816 | -1.3% | 25,926 | +1.9% | 0.50% | -46.4% |
| Q4 2022 | $540,903 | – | 25,449 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |