INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,298,860 | +1.4% | 304,734 | +0.9% | 0.82% | -0.2% |
| Q2 2023 | $6,209,652 | +1.2% | 301,879 | +1.3% | 0.82% | -2.4% |
| Q1 2023 | $6,135,277 | +5.7% | 297,974 | +5.2% | 0.84% | +4.7% |
| Q4 2022 | $5,803,323 | +11.5% | 283,295 | +11.0% | 0.81% | +0.8% |
| Q3 2022 | $5,206,000 | +0.8% | 255,312 | +2.5% | 0.80% | +9.3% |
| Q2 2022 | $5,164,000 | +2.0% | 249,008 | +3.6% | 0.73% | +5.8% |
| Q1 2022 | $5,063,000 | +11.9% | 240,288 | +15.9% | 0.69% | +24.0% |
| Q4 2021 | $4,524,000 | -2.5% | 207,250 | -1.3% | 0.56% | -8.7% |
| Q3 2021 | $4,641,000 | +7.2% | 209,920 | +7.6% | 0.61% | +7.4% |
| Q2 2021 | $4,331,000 | +3.2% | 195,177 | +3.1% | 0.57% | -2.2% |
| Q1 2021 | $4,198,000 | – | 189,364 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Vista Private Wealth Partners. LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |