INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,383 | -28.0% | 16,274 | -28.4% | 0.01% | -25.0% |
| Q2 2023 | $467,453 | -21.6% | 22,725 | -21.5% | 0.01% | -29.4% |
| Q1 2023 | $595,874 | -17.5% | 28,940 | -18.0% | 0.02% | -22.7% |
| Q4 2022 | $722,688 | +39.2% | 35,279 | +38.7% | 0.02% | +22.2% |
| Q3 2022 | $519,000 | -0.8% | 25,436 | +0.8% | 0.02% | 0.0% |
| Q2 2022 | $523,000 | +62.4% | 25,233 | +64.9% | 0.02% | +100.0% |
| Q1 2022 | $322,000 | +1688.9% | 15,305 | +1864.7% | 0.01% | +800.0% |
| Q2 2021 | $18,000 | +80.0% | 779 | +79.1% | 0.00% | – |
| Q4 2020 | $10,000 | -98.7% | 435 | -98.7% | 0.00% | -100.0% |
| Q3 2020 | $753,000 | +4.7% | 33,939 | +4.1% | 0.04% | -10.3% |
| Q2 2020 | $719,000 | +514.5% | 32,612 | +476.2% | 0.04% | +387.5% |
| Q1 2020 | $117,000 | -4.1% | 5,660 | -0.6% | 0.01% | +33.3% |
| Q4 2019 | $122,000 | -79.0% | 5,692 | -79.2% | 0.01% | -83.3% |
| Q3 2019 | $581,000 | 0.0% | 27,342 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $581,000 | +9.0% | 27,342 | +6.5% | 0.04% | -2.7% |
| Q1 2019 | $533,000 | +1380.6% | 25,677 | +1325.7% | 0.04% | +1133.3% |
| Q4 2018 | $36,000 | +176.9% | 1,801 | +181.0% | 0.00% | +200.0% |
| Q3 2018 | $13,000 | 0.0% | 641 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | – | 641 | – | 0.00% | – |
Download | ||||||
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% |
| Denver PWM, 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% |