Segment Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,299,285
+2.2%
69,165
+3.0%
0.13%
+0.8%
Q2 2023$1,271,873
-1.1%
67,1350.0%0.13%
-10.3%
Q1 2023$1,286,307
-2.4%
67,135
-3.6%
0.15%
-4.6%
Q4 2022$1,317,842
+44.5%
69,635
+42.3%
0.15%
+34.2%
Q3 2022$912,000
-7.5%
48,935
-4.4%
0.11%
-8.8%
Q2 2022$986,000
+3.4%
51,185
+7.1%
0.12%
+27.6%
Q1 2022$954,000
+5.2%
47,785
+11.4%
0.10%
+3.2%
Q4 2021$907,000
-19.4%
42,885
-18.4%
0.10%
-29.1%
Q3 2021$1,126,000
+12.2%
52,535
+12.7%
0.13%
+12.6%
Q2 2021$1,004,000
+0.5%
46,635
-0.5%
0.12%
-9.8%
Q1 2021$999,000
+57.3%
46,885
+61.9%
0.13%
+43.5%
Q4 2020$635,000
+48.0%
28,965
+46.1%
0.09%
+31.4%
Q3 2020$429,000
+1.9%
19,820
+1.3%
0.07%
-10.3%
Q2 2020$421,000
+9.1%
19,5700.0%0.08%
-9.3%
Q1 2020$386,000
+43.5%
19,570
+49.7%
0.09%
+91.1%
Q4 2019$269,000–13,070–0.04%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 481,993$9,121,7109.82%
Sterling Financial Group, Inc. 615,978$11,657,3938.94%
SHUFRO ROSE & CO LLC 3,403,754$64,416,0415.44%
TLWM 755,948$14,306,3025.19%
Fusion Family Wealth LLC 1,646,850$31,166,6384.27%
Red Spruce Capital, LLC 350,890$6,640,5944.23%
GILL CAPITAL PARTNERS, LLC 465,907$8,817,2864.16%
MANCHESTER FINANCIAL INC 739,580$13,996,5463.79%
Straight Path Wealth Management 204,450$3,869,2183.71%
Goepper Burkhardt LLC 235,715$4,460,9063.12%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders