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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,481,670 | -22.3% | 163,998 | -22.5% | 2.02% | -16.0% |
| Q2 2023 | $4,482,059 | -6.1% | 211,717 | -6.5% | 2.41% | -8.2% |
| Q1 2023 | $4,771,582 | -1.6% | 226,356 | -2.0% | 2.62% | -5.9% |
| Q4 2022 | $4,846,967 | -5.9% | 231,028 | -6.4% | 2.78% | -1.6% |
| Q3 2022 | $5,149,000 | +1.1% | 246,725 | +1.4% | 2.83% | +6.0% |
| Q2 2022 | $5,095,000 | +10.1% | 243,203 | +10.9% | 2.67% | +25.1% |
| Q1 2022 | $4,626,000 | +27.9% | 219,236 | +30.1% | 2.13% | +32.2% |
| Q4 2021 | $3,616,000 | +12.3% | 168,515 | +13.4% | 1.61% | +4.5% |
| Q3 2021 | $3,219,000 | +23.3% | 148,562 | +23.7% | 1.54% | +26.5% |
| Q2 2021 | $2,610,000 | – | 120,101 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |