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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,011,840 | -26.4% | 48,000 | -26.7% | 0.18% | -28.3% |
| Q4 2022 | $1,374,190 | -6.6% | 65,500 | -7.1% | 0.25% | -11.6% |
| Q3 2022 | $1,471,000 | -2.8% | 70,500 | -2.4% | 0.28% | -2.4% |
| Q2 2022 | $1,514,000 | -44.2% | 72,250 | -43.8% | 0.29% | -34.8% |
| Q1 2022 | $2,711,000 | -4.3% | 128,500 | -2.7% | 0.45% | -6.3% |
| Q4 2021 | $2,833,000 | +299.0% | 132,000 | +303.1% | 0.48% | +257.9% |
| Q3 2021 | $710,000 | +69.9% | 32,750 | +70.1% | 0.13% | +75.0% |
| Q2 2021 | $418,000 | – | 19,250 | – | 0.08% | – |
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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% |