INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 76 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,637 | +15.1% | 41,769 | +16.1% | 0.01% | 0.0% |
| Q2 2023 | $681,503 | +4.0% | 35,973 | +5.2% | 0.01% | 0.0% |
| Q1 2023 | $655,483 | +105.5% | 34,211 | +103.0% | 0.01% | +66.7% |
| Q4 2022 | $318,953 | +54.8% | 16,854 | +52.8% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | -5.5% | 11,027 | -2.3% | 0.00% | 0.0% |
| Q2 2022 | $218,000 | -38.1% | 11,283 | -31.2% | 0.00% | -66.7% |
| Q2 2020 | $352,000 | +12.5% | 16,393 | +3.0% | 0.01% | -10.0% |
| Q1 2020 | $313,000 | -4.3% | 15,913 | 0.0% | 0.01% | +11.1% |
| Q4 2019 | $327,000 | +0.6% | 15,913 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $325,000 | +1.2% | 15,913 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $321,000 | +3.5% | 15,913 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $310,000 | +4.7% | 15,913 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $296,000 | -1.0% | 15,913 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $299,000 | – | 15,913 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 658,997 | $12,484,692 | 12.88% |
| Sterling Financial Group, Inc. | 582,755 | $11,040,301 | 7.32% |
| Engrave Wealth Partners LLC | 1,105,997 | $20,953,114 | 6.64% |
| TLWM | 1,051,935 | $19,928,883 | 5.74% |
| SHUFRO ROSE & CO LLC | 2,846,511 | $53,927,148 | 4.92% |
| BCS Wealth Management | 304,941 | $5,777 | 4.22% |
| Red Spruce Capital, LLC | 399,641 | $7,571,199 | 4.08% |
| TCWP LLC | 981,860 | $18,601,339 | 3.97% |
| Sound Stewardship, LLC | 311,425 | $5,899,946 | 3.88% |
| GILL CAPITAL PARTNERS, LLC | 481,768 | $9,127,093 | 3.84% |