INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 4,472,840 | $94,958,409 | 33.22% |
| Waycross Investment Management Co | 725,081 | $15,393,462 | 17.71% |
| Kaye Capital Management | 512,124 | $10,872,382 | 4.98% |
| Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10,037,114 | 4.82% |
| Virginia National Bank | 47,364 | $1,005,537 | 4.59% |
| Blue Barn Wealth, LLC | 325,037 | $6,900,529 | 4.53% |
| Sound Stewardship, LLC | 312,272 | $6,629,527 | 4.45% |
| TLWM | 739,135 | $15,691,794 | 4.16% |
| S.E.E.D. Planning Group LLC | 485,047 | $10,297,548 | 3.97% |
| KIRR MARBACH & CO LLC /IN/ | 628,784 | $13,349,085 | 3.79% |