INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,379 | +5.5% | 42,834 | +5.0% | 0.32% | +6.6% |
| Q2 2023 | $838,968 | +6.8% | 40,786 | +6.9% | 0.30% | +6.7% |
| Q1 2023 | $785,900 | +3.4% | 38,169 | +2.9% | 0.28% | +0.7% |
| Q4 2022 | $759,792 | +8.2% | 37,090 | +7.7% | 0.28% | -3.8% |
| Q3 2022 | $702,000 | -0.4% | 34,453 | +1.3% | 0.29% | +1.4% |
| Q2 2022 | $705,000 | +7.5% | 34,000 | +9.3% | 0.29% | +25.2% |
| Q1 2022 | $656,000 | -3.4% | 31,111 | -0.0% | 0.23% | -5.0% |
| Q4 2021 | $679,000 | +9.9% | 31,121 | +11.4% | 0.24% | -1.6% |
| Q3 2021 | $618,000 | +5.3% | 27,935 | +5.6% | 0.25% | +5.6% |
| Q2 2021 | $587,000 | +10.1% | 26,458 | +10.1% | 0.23% | +5.9% |
| Q1 2021 | $533,000 | +13.9% | 24,037 | +14.9% | 0.22% | +3.8% |
| Q4 2020 | $468,000 | +10.6% | 20,916 | +9.6% | 0.21% | -5.4% |
| Q3 2020 | $423,000 | +12.2% | 19,084 | +11.5% | 0.22% | +4.2% |
| Q2 2020 | $377,000 | +19.3% | 17,116 | +11.9% | 0.22% | -9.7% |
| Q1 2020 | $316,000 | +4.6% | 15,300 | +8.8% | 0.24% | +37.6% |
| Q4 2019 | $302,000 | +28.0% | 14,057 | +27.8% | 0.17% | +21.8% |
| Q3 2019 | $236,000 | – | 10,998 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |