Edge Wealth Management LLC - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,094,704
-21.3%
51,564
-21.5%
0.26%
-15.5%
Q2 2023$1,390,128
-46.8%
65,665
-47.0%
0.30%
-49.4%
Q1 2023$2,610,768
-0.1%
123,817
-0.6%
0.60%
-1.5%
Q4 2022$2,614,668
-12.1%
124,597
-12.6%
0.61%
-7.6%
Q3 2022$2,976,000
-4.2%
142,567
-3.9%
0.66%
-2.1%
Q2 2022$3,106,000
-30.0%
148,277
-29.5%
0.67%
-23.1%
Q1 2022$4,438,000
-5.2%
210,314
-3.6%
0.87%
+2.0%
Q4 2021$4,683,000
-32.2%
218,213
-31.5%
0.86%
-36.3%
Q3 2021$6,903,000
+5.5%
318,571
+5.7%
1.35%
+1.1%
Q2 2021$6,545,000
-4.5%
301,271
-4.3%
1.33%
-8.6%
Q1 2021$6,856,000
-19.1%
314,929
-18.6%
1.46%
-24.3%
Q4 2020$8,474,000
-8.8%
387,051
-9.2%
1.92%
-10.0%
Q3 2020$9,288,000
-23.7%
426,270
-23.8%
2.14%
-7.4%
Q2 2020$12,171,000
+61.8%
559,335
+54.5%
2.31%
+41.3%
Q1 2020$7,522,000
+746.1%
362,140
+768.4%
1.63%
+817.4%
Q4 2019$889,000–41,700–0.18%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2021
NameSharesValueWeighting ↓
Oakhurst Advisors,LLC 1,461,801$30,844,00011.32%
Tatro Capital, LLC 384,831$8,120,0006.08%
IMA Wealth, Inc. 1,112,466$23,473,0005.39%
S.E.E.D. Planning Group LLC 540,074$11,396,0004.86%
Blossom Wealth Management 45,499$960,0004.33%
SENTINEL PENSION ADVISORS INC 600,931$12,680,0004.30%
Strategic Family Wealth Counselors, L.L.C. 458,080$9,665,0003.90%
Asset Dedication, LLC 1,639,329$34,575,0003.85%
Goepper Burkhardt LLC 299,271$6,315,0003.83%
Red Spruce Capital, LLC 311,866$6,580,0003.73%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders