INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $369,140 | +0.4% | 17,528 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $367,563 | +0.4% | 17,528 | 0.0% | 0.03% | -6.7% |
| Q4 2023 | $366,073 | +1.0% | 17,528 | 0.0% | 0.03% | -9.1% |
| Q3 2023 | $362,304 | +0.5% | 17,528 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $360,551 | -0.1% | 17,528 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $360,902 | +0.5% | 17,528 | 0.0% | 0.03% | -8.1% |
| Q4 2022 | $359,063 | +0.6% | 17,528 | 0.0% | 0.04% | -7.5% |
| Q3 2022 | $357,000 | -1.9% | 17,528 | 0.0% | 0.04% | +5.3% |
| Q2 2022 | $364,000 | -1.4% | 17,528 | 0.0% | 0.04% | +8.6% |
| Q1 2022 | $369,000 | -4.9% | 17,528 | 0.0% | 0.04% | -10.3% |
| Q3 2021 | $388,000 | -0.3% | 17,528 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $389,000 | 0.0% | 17,528 | 0.0% | 0.04% | -9.1% |
| Q1 2021 | $389,000 | -0.8% | 17,528 | 0.0% | 0.04% | -6.4% |
| Q4 2020 | $392,000 | +0.8% | 17,528 | 0.0% | 0.05% | -7.8% |
| Q3 2020 | $389,000 | +0.8% | 17,528 | 0.0% | 0.05% | -5.6% |
| Q2 2020 | $386,000 | +6.6% | 17,528 | 0.0% | 0.05% | -11.5% |
| Q1 2020 | $362,000 | -3.7% | 17,528 | 0.0% | 0.06% | +7.0% |
| Q4 2019 | $376,000 | 0.0% | 17,528 | 0.0% | 0.06% | -6.6% |
| Q3 2019 | $376,000 | +1.1% | 17,528 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $372,000 | +2.5% | 17,528 | 0.0% | 0.06% | -1.6% |
| Q1 2019 | $363,000 | +3.7% | 17,528 | 0.0% | 0.06% | -6.0% |
| Q4 2018 | $350,000 | – | 17,528 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |