INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 261 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,674,354 | +5.1% | 779,430 | +5.2% | 1.06% | +9.2% |
| Q2 2023 | $14,918,845 | +19.2% | 741,124 | +20.1% | 0.97% | +13.0% |
| Q1 2023 | $12,517,748 | +68959.6% | 617,246 | +68482.9% | 0.86% | +85800.0% |
| Q4 2022 | $18,126 | +6.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -15.0% | 900 | -2.3% | 0.00% | -50.0% |
| Q4 2020 | $20,000 | 0.0% | 921 | +0.5% | 0.00% | -33.3% |
| Q3 2020 | $20,000 | – | 916 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |