INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 106 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $608,444 | +1.4% | 31,526 | -1.3% | 0.02% | -11.8% |
| Q3 2023 | $599,928 | -2.2% | 31,936 | -1.4% | 0.02% | -10.5% |
| Q2 2023 | $613,727 | -0.9% | 32,395 | +0.2% | 0.02% | +5.6% |
| Q1 2023 | $619,397 | +100288.5% | 32,328 | -0.8% | 0.02% | -5.3% |
| Q4 2022 | $617 | -99.9% | 32,582 | -12.6% | 0.02% | -20.8% |
| Q3 2022 | $695,000 | -15.5% | 37,260 | -12.6% | 0.02% | -11.1% |
| Q2 2022 | $822,000 | -13.5% | 42,645 | -10.3% | 0.03% | -6.9% |
| Q1 2022 | $950,000 | -6.7% | 47,547 | -1.2% | 0.03% | -6.5% |
| Q4 2021 | $1,018,000 | -2.2% | 48,106 | -1.0% | 0.03% | -11.4% |
| Q3 2021 | $1,041,000 | +1.0% | 48,594 | +1.5% | 0.04% | -2.8% |
| Q2 2021 | $1,031,000 | +0.4% | 47,887 | -0.6% | 0.04% | -7.7% |
| Q1 2021 | $1,027,000 | -1.4% | 48,186 | +1.4% | 0.04% | -11.4% |
| Q4 2020 | $1,042,000 | -5.8% | 47,529 | -7.0% | 0.04% | -17.0% |
| Q3 2020 | $1,106,000 | +2.3% | 51,121 | +1.7% | 0.05% | -5.4% |
| Q2 2020 | $1,081,000 | +17.5% | 50,261 | +7.6% | 0.06% | -5.1% |
| Q1 2020 | $920,000 | +0.3% | 46,725 | +4.7% | 0.06% | +34.1% |
| Q4 2019 | $917,000 | +82.7% | 44,608 | +81.7% | 0.04% | +69.2% |
| Q3 2019 | $502,000 | – | 24,553 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |