INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $837,116 | -1.2% | 39,431 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $846,907 | -7.7% | 40,005 | -8.1% | 0.00% | 0.0% |
| Q1 2023 | $917,206 | +3.4% | 43,511 | +3.0% | 0.00% | 0.0% |
| Q4 2022 | $886,701 | +17.1% | 42,264 | +16.5% | 0.00% | 0.0% |
| Q3 2022 | $757,000 | +1.7% | 36,286 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $744,000 | +2.5% | 35,510 | +3.1% | 0.00% | 0.0% |
| Q1 2022 | $726,000 | -7.3% | 34,429 | -5.6% | 0.00% | 0.0% |
| Q4 2021 | $783,000 | +2.1% | 36,467 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $767,000 | -37.0% | 35,398 | -36.8% | 0.00% | -50.0% |
| Q2 2021 | $1,218,000 | – | 56,022 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |