INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 235 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,742,252 | -1.6% | 229,427 | -2.1% | 2.75% | +6.4% |
| Q2 2023 | $4,819,542 | +0.5% | 234,300 | +0.6% | 2.59% | -1.7% |
| Q1 2023 | $4,797,291 | -0.1% | 232,991 | -0.6% | 2.63% | -4.5% |
| Q4 2022 | $4,803,407 | -5.8% | 234,483 | -6.3% | 2.76% | -1.5% |
| Q3 2022 | $5,100,000 | 0.0% | 250,122 | +1.7% | 2.80% | +4.9% |
| Q2 2022 | $5,100,000 | +9.9% | 245,915 | +11.6% | 2.67% | +24.8% |
| Q1 2022 | $4,641,000 | +28.5% | 220,275 | +33.1% | 2.14% | +32.7% |
| Q4 2021 | $3,613,000 | +12.2% | 165,519 | +13.6% | 1.61% | +4.3% |
| Q3 2021 | $3,220,000 | +23.3% | 145,649 | +23.8% | 1.54% | +26.4% |
| Q2 2021 | $2,611,000 | – | 117,684 | – | 1.22% | – |
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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% |