INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 262 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $802,901 | -0.9% | 39,252 | -2.5% | 0.01% | -15.4% |
| Q3 2023 | $809,895 | -17.6% | 40,273 | -17.5% | 0.01% | -13.3% |
| Q2 2023 | $982,303 | -38.5% | 48,798 | -38.0% | 0.02% | -44.4% |
| Q1 2023 | $1,597,249 | -2.4% | 78,760 | -3.1% | 0.03% | -10.0% |
| Q4 2022 | $1,637,303 | +24.9% | 81,296 | +23.7% | 0.03% | -14.3% |
| Q3 2022 | $1,311,000 | +12.6% | 65,730 | +15.4% | 0.04% | +29.6% |
| Q2 2022 | $1,164,000 | -10.9% | 56,952 | -8.9% | 0.03% | +3.8% |
| Q1 2022 | $1,307,000 | +20.8% | 62,500 | +26.5% | 0.03% | +18.2% |
| Q4 2021 | $1,082,000 | +5.7% | 49,393 | +7.1% | 0.02% | +10.0% |
| Q3 2021 | $1,024,000 | +161.9% | 46,122 | +163.1% | 0.02% | +122.2% |
| Q2 2021 | $391,000 | +17.4% | 17,529 | +16.6% | 0.01% | 0.0% |
| Q1 2021 | $333,000 | +2.8% | 15,029 | +5.0% | 0.01% | -10.0% |
| Q4 2020 | $324,000 | +1.2% | 14,313 | +0.1% | 0.01% | -16.7% |
| Q3 2020 | $320,000 | +661.9% | 14,301 | +601.4% | 0.01% | +500.0% |
| Q1 2019 | $42,000 | – | 2,039 | – | 0.00% | – |
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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% |