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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $381,000 | -41.7% | 18,203 | -41.1% | 0.10% | -33.1% |
| Q1 2022 | $653,000 | -0.3% | 30,928 | +1.4% | 0.15% | -1.9% |
| Q4 2021 | $655,000 | -9.0% | 30,512 | -8.2% | 0.15% | -23.4% |
| Q3 2021 | $720,000 | +49.7% | 33,225 | +50.2% | 0.20% | +48.9% |
| Q2 2021 | $481,000 | +60.9% | 22,125 | +61.2% | 0.14% | +50.0% |
| Q1 2021 | $299,000 | +6.0% | 13,723 | +6.6% | 0.09% | -3.2% |
| Q4 2020 | $282,000 | +9.7% | 12,875 | +9.3% | 0.09% | -6.1% |
| Q3 2020 | $257,000 | +3.6% | 11,775 | +3.1% | 0.10% | -8.3% |
| Q2 2020 | $248,000 | +18.1% | 11,418 | +12.8% | 0.11% | +9.1% |
| Q1 2020 | $210,000 | – | 10,122 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |