Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - 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 190 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$2,481,709
+0.7%
120,063
+0.2%
0.10%
-2.0%
Q2 2023$2,464,705
-3.0%
119,820
-2.9%
0.10%
-10.0%
Q1 2023$2,539,989
+20.1%
123,360
+19.5%
0.11%
+10.0%
Q4 2022$2,115,497
-3.7%
103,270
-4.2%
0.10%
-13.0%
Q3 2022$2,197,000
-2.5%
107,766
-0.9%
0.12%
-2.5%
Q2 2022$2,254,000
+1.7%
108,693
+3.3%
0.12%
+7.3%
Q1 2022$2,216,000
-5.0%
105,171
-1.5%
0.11%
-5.2%
Q4 2021$2,332,000
+9.7%
106,811
+11.1%
0.12%
-4.1%
Q3 2021$2,125,000
+0.9%
96,109
+1.3%
0.12%
-5.5%
Q2 2021$2,106,000
+19.5%
94,896
+19.4%
0.13%
-9.2%
Q1 2021$1,762,000
-16.3%
79,471
-15.4%
0.14%
-11.9%
Q4 2020$2,104,000
+5.8%
93,960
+4.8%
0.16%
-5.9%
Q3 2020$1,989,000
+1.2%
89,660
+0.5%
0.17%
-7.1%
Q2 2020$1,966,000
+1.8%
89,201
-4.6%
0.18%
-13.3%
Q1 2020$1,931,000
+5.3%
93,508
+9.6%
0.21%
+5.0%
Q4 2019$1,833,000
+4.1%
85,354
+3.9%
0.20%
-5.6%
Q3 2019$1,760,000
+1.7%
82,133
+0.8%
0.21%
-5.3%
Q2 2019$1,731,000
-0.3%
81,447
-2.8%
0.22%
-11.1%
Q1 2019$1,736,000
+5.3%
83,765
+1.5%
0.25%
-9.6%
Q4 2018$1,648,000
+14.0%
82,533
+14.8%
0.28%
+9.4%
Q3 2018$1,445,000
+21.1%
71,899
+20.9%
0.26%
+14.8%
Q2 2018$1,193,00059,4540.22%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 4,449,935$97,142,0007.02%
GPM Growth Investors, Inc. 634,356$13,848,0006.90%
Oakhurst Advisors,LLC 856,538$18,698,0005.73%
S.E.E.D. Planning Group LLC 584,924$12,769,0005.54%
Fusion Family Wealth LLC 1,651,791$36,059,0005.37%
Denver PWM, LLC 507,977$11,077,0004.23%
NORTHCAPE WEALTH MANAGEMENT, LLC 488,958$10,674,0003.60%
Red Spruce Capital, LLC 297,304$6,490,0003.55%
SENTINEL PENSION ADVISORS INC 513,195$11,203,0003.53%
Goepper Burkhardt LLC 271,848$5,934,0003.53%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders