INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 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 | $580,001 | -12.6% | 28,060 | -13.0% | 0.33% | -9.0% |
| Q2 2023 | $663,568 | +6.8% | 32,259 | +6.9% | 0.37% | +2.8% |
| Q1 2023 | $621,221 | +7.3% | 30,171 | +6.8% | 0.36% | +19.1% |
| Q4 2022 | $578,704 | -12.1% | 28,250 | -12.4% | 0.30% | -25.1% |
| Q3 2022 | $658,000 | -8.4% | 32,249 | -6.9% | 0.40% | +7.0% |
| Q2 2022 | $718,000 | -4.5% | 34,623 | -3.1% | 0.37% | -1.8% |
| Q1 2022 | $752,000 | +7.9% | 35,714 | +11.9% | 0.38% | +18.4% |
| Q4 2021 | $697,000 | -3.3% | 31,926 | -2.1% | 0.32% | -17.3% |
| Q3 2021 | $721,000 | +6.3% | 32,611 | +6.8% | 0.39% | +2.6% |
| Q2 2021 | $678,000 | +1.5% | 30,542 | +1.3% | 0.38% | -6.4% |
| Q1 2021 | $668,000 | – | 30,149 | – | 0.40% | – |
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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% |