INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 211 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $894,039 | +4.5% | 46,625 | +4.7% | 0.00% | 0.0% |
| Q1 2024 | $855,191 | +12.2% | 44,518 | +12.8% | 0.00% | 0.0% |
| Q4 2023 | $761,983 | +13.4% | 39,481 | +10.4% | 0.00% | 0.0% |
| Q3 2023 | $672,044 | -2.7% | 35,775 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $690,545 | -2.4% | 36,450 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $707,483 | +1.1% | 36,925 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $699,998 | +0.9% | 36,988 | -0.6% | 0.00% | 0.0% |
| Q3 2022 | $694,000 | +93.9% | 37,225 | +100.3% | 0.00% | 0.0% |
| Q2 2022 | $358,000 | -12.0% | 18,581 | -8.9% | 0.00% | 0.0% |
| Q1 2022 | $407,000 | -10.4% | 20,401 | -4.9% | 0.00% | 0.0% |
| Q4 2021 | $454,000 | -3.6% | 21,448 | -2.4% | 0.00% | 0.0% |
| Q3 2021 | $471,000 | -0.4% | 21,968 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $473,000 | – | 21,968 | – | 0.00% | – |
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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% |