INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 244 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $882,083 | +1.6% | 46,956 | +2.5% | 0.32% | +2.6% |
| Q2 2023 | $867,795 | +4.0% | 45,806 | +5.2% | 0.31% | +3.7% |
| Q1 2023 | $834,552 | +2.1% | 43,557 | +0.9% | 0.30% | -0.3% |
| Q4 2022 | $817,068 | +6.9% | 43,174 | +5.3% | 0.30% | -4.7% |
| Q3 2022 | $764,000 | -3.9% | 40,996 | -0.7% | 0.32% | -2.5% |
| Q2 2022 | $795,000 | +2.3% | 41,267 | +6.0% | 0.32% | +19.0% |
| Q1 2022 | $777,000 | -1.4% | 38,913 | +4.5% | 0.27% | -2.8% |
| Q4 2021 | $788,000 | +11.0% | 37,221 | +12.4% | 0.28% | -0.4% |
| Q3 2021 | $710,000 | +7.3% | 33,112 | +7.6% | 0.28% | +7.2% |
| Q2 2021 | $662,000 | +11.4% | 30,763 | +10.3% | 0.26% | +6.9% |
| Q1 2021 | $594,000 | +9.8% | 27,886 | +13.0% | 0.25% | +0.4% |
| Q4 2020 | $541,000 | +17.1% | 24,677 | +15.6% | 0.24% | 0.0% |
| Q3 2020 | $462,000 | +25.9% | 21,343 | +25.0% | 0.24% | +17.2% |
| Q2 2020 | $367,000 | +34.9% | 17,069 | +23.5% | 0.21% | +2.0% |
| Q1 2020 | $272,000 | +5.4% | 13,823 | +10.0% | 0.20% | +38.5% |
| Q4 2019 | $258,000 | – | 12,570 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |