INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 180 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,749 | -6.0% | 14,850 | -6.4% | 0.06% | -10.9% |
| Q1 2024 | $332,674 | +8.8% | 15,864 | +8.3% | 0.06% | +4.9% |
| Q4 2023 | $305,792 | -9.6% | 14,642 | -10.5% | 0.06% | -18.7% |
| Q3 2023 | $338,250 | +9.0% | 16,364 | +8.0% | 0.08% | +1.4% |
| Q2 2023 | $310,314 | 0.0% | 15,148 | 0.0% | 0.07% | -1.3% |
| Q1 2023 | $310,314 | +0.0% | 15,148 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $310,313 | +0.8% | 15,148 | +0.0% | 0.08% | -5.1% |
| Q3 2022 | $308,000 | -3.1% | 15,146 | -1.0% | 0.08% | -1.2% |
| Q2 2022 | $318,000 | -24.8% | 15,296 | -23.8% | 0.08% | -17.5% |
| Q1 2022 | $423,000 | -18.3% | 20,076 | -15.5% | 0.10% | -21.8% |
| Q4 2021 | $518,000 | -4.1% | 23,747 | -2.8% | 0.12% | -12.7% |
| Q3 2021 | $540,000 | -7.8% | 24,420 | -7.6% | 0.14% | -7.8% |
| Q2 2021 | $586,000 | +17.4% | 26,424 | +17.5% | 0.15% | +6.9% |
| Q1 2021 | $499,000 | -1.0% | 22,494 | +0.0% | 0.14% | -10.0% |
| Q4 2020 | $504,000 | +26.3% | 22,492 | +24.9% | 0.16% | +105.1% |
| Q3 2020 | $399,000 | +0.5% | 18,004 | +0.0% | 0.08% | -48.0% |
| Q2 2020 | $397,000 | +17.1% | 18,002 | +9.5% | 0.15% | -8.5% |
| Q1 2020 | $339,000 | +4.6% | 16,433 | +8.9% | 0.16% | +25.2% |
| Q4 2019 | $324,000 | +121.9% | 15,086 | +121.5% | 0.13% | +162.0% |
| Q3 2019 | $146,000 | +9.8% | 6,811 | +9.2% | 0.05% | -5.7% |
| Q2 2019 | $133,000 | +11.8% | 6,238 | +8.9% | 0.05% | +6.0% |
| Q1 2019 | $119,000 | +120.4% | 5,726 | +111.8% | 0.05% | +85.2% |
| Q4 2018 | $54,000 | – | 2,703 | – | 0.03% | – |
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% |