INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,995,191 | +2.1% | 106,210 | +2.9% | 0.41% | +6.5% |
| Q2 2023 | $1,954,729 | -0.2% | 103,179 | +1.0% | 0.39% | -2.3% |
| Q1 2023 | $1,958,116 | +103504.0% | 102,198 | +2.4% | 0.40% | -1.5% |
| Q4 2022 | $1,890 | -99.9% | 99,850 | -1.6% | 0.40% | -5.9% |
| Q3 2022 | $1,892,000 | +0.4% | 101,481 | +3.8% | 0.43% | +6.2% |
| Q2 2022 | $1,885,000 | -1.7% | 97,806 | +1.8% | 0.40% | +7.8% |
| Q1 2022 | $1,918,000 | -2.7% | 96,031 | +3.1% | 0.37% | -4.1% |
| Q4 2021 | $1,972,000 | -1.9% | 93,181 | -0.7% | 0.39% | -12.8% |
| Q3 2021 | $2,010,000 | +3.9% | 93,806 | +4.4% | 0.44% | -3.7% |
| Q2 2021 | $1,934,000 | +19.2% | 89,831 | +18.0% | 0.46% | +11.3% |
| Q1 2021 | $1,623,000 | +10.9% | 76,156 | +14.1% | 0.42% | +8.9% |
| Q4 2020 | $1,464,000 | +18.7% | 66,766 | +17.2% | 0.38% | -4.3% |
| Q3 2020 | $1,233,000 | +14.4% | 56,976 | +13.6% | 0.40% | +7.6% |
| Q2 2020 | $1,078,000 | +16.4% | 50,150 | +6.7% | 0.37% | +22.5% |
| Q1 2020 | $926,000 | +47.9% | 47,000 | +54.4% | 0.30% | +84.1% |
| Q4 2019 | $626,000 | +74.4% | 30,450 | +73.3% | 0.16% | +65.7% |
| Q3 2019 | $359,000 | – | 17,575 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |