INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,363,995 | +0.8% | 65,990 | +0.3% | 0.05% | +1.9% |
| Q2 2023 | $1,353,706 | +4.1% | 65,810 | +4.2% | 0.05% | -1.9% |
| Q1 2023 | $1,300,612 | +2.9% | 63,169 | +2.4% | 0.05% | -15.9% |
| Q4 2022 | $1,263,869 | -8.5% | 61,697 | -8.9% | 0.06% | -12.5% |
| Q3 2022 | $1,381,000 | +24.6% | 67,730 | +26.7% | 0.07% | +26.3% |
| Q2 2022 | $1,108,000 | -9.9% | 53,447 | -8.4% | 0.06% | +9.6% |
| Q1 2022 | $1,230,000 | +24.7% | 58,364 | +29.2% | 0.05% | +20.9% |
| Q4 2021 | $986,000 | -7.3% | 45,163 | -6.2% | 0.04% | -18.9% |
| Q3 2021 | $1,064,000 | +1.1% | 48,145 | +1.5% | 0.05% | 0.0% |
| Q2 2021 | $1,052,000 | +17.9% | 47,426 | +17.8% | 0.05% | 0.0% |
| Q1 2021 | $892,000 | +34.3% | 40,246 | +35.8% | 0.05% | +15.2% |
| Q4 2020 | $664,000 | +439.8% | 29,642 | +434.1% | 0.05% | -2.1% |
| Q3 2020 | $123,000 | -79.8% | 5,550 | -79.9% | 0.05% | -13.0% |
| Q2 2020 | $609,000 | +3.2% | 27,634 | -3.3% | 0.05% | -14.3% |
| Q1 2020 | $590,000 | – | 28,591 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horizons Wealth Management | 254,273 | $5,310,488 | 3.48% |
| Red Spruce Capital, LLC | 314,132 | $6,560,647 | 3.37% |
| St. Louis Financial Planners Asset Management, LLC | 163,400 | $3,412,613 | 3.18% |
| Anchor Investment Management, LLC | 694,352 | $14,501,545 | 1.66% |
| Curbstone Financial Management Corp | 189,120 | $3,949,771 | 0.90% |
| RVW Wealth, LLC | 216,603 | $4,523,754 | 0.50% |
| OPTIMUM INVESTMENT ADVISORS | 42,942 | $896,844 | 0.45% |
| FC Advisory LLC | 30,191 | $630,549 | 0.24% |
| CGN Advisors LLC | 30,381 | $634,513 | 0.09% |
| Apella Capital, LLC | 45,211 | $944,008 | 0.05% |