INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 249 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,209 | -3.3% | 15,395 | -2.4% | 0.04% | +2.9% |
| Q2 2023 | $298,955 | -31.7% | 15,780 | -31.0% | 0.03% | -30.6% |
| Q1 2023 | $437,912 | -8.9% | 22,856 | -10.0% | 0.05% | -9.3% |
| Q4 2022 | $480,519 | -99.9% | 25,391 | -6.9% | 0.05% | -8.5% |
| Q3 2022 | $508,358,000 | -6.5% | 27,272 | -3.3% | 0.06% | +1.7% |
| Q2 2022 | $543,732,000 | +85797.6% | 28,217 | -11.0% | 0.06% | +1.8% |
| Q1 2022 | $633,000 | -6.2% | 31,705 | -0.7% | 0.06% | +16.3% |
| Q4 2021 | $675,000 | -12.8% | 31,923 | -11.7% | 0.05% | -16.9% |
| Q3 2021 | $774,000 | – | 36,140 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |