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 | $344,535 | -1.6% | 16,668 | -2.1% | 0.04% | +7.7% |
| Q2 2023 | $350,244 | -33.1% | 17,027 | -33.0% | 0.04% | -33.9% |
| Q1 2023 | $523,263 | -11.0% | 25,413 | -11.5% | 0.06% | -10.6% |
| Q4 2022 | $587,986 | -99.9% | 28,703 | +8.3% | 0.07% | +6.5% |
| Q3 2022 | $540,585,000 | -4.9% | 26,512 | -3.3% | 0.06% | +1.6% |
| Q2 2022 | $568,645,000 | +87518.6% | 27,418 | -11.0% | 0.06% | +5.2% |
| Q1 2022 | $649,000 | -13.8% | 30,816 | -10.7% | 0.06% | +5.5% |
| Q4 2021 | $753,000 | -11.7% | 34,502 | -10.6% | 0.06% | -15.4% |
| Q3 2021 | $853,000 | +7.8% | 38,595 | +8.2% | 0.06% | +10.2% |
| Q2 2021 | $791,000 | +2.6% | 35,665 | +2.5% | 0.06% | -1.7% |
| Q1 2021 | $771,000 | – | 34,798 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Vista Private Wealth Partners. LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |