INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,115,844 | +105.1% | 55,487 | +106.9% | 0.00% | -42.9% |
Q4 2022 | $543,950 | -24.3% | 26,822 | -25.6% | 0.01% | -30.0% |
Q3 2022 | $719,000 | +3.3% | 36,073 | +6.1% | 0.01% | 0.0% |
Q2 2022 | $696,000 | -23.8% | 34,008 | -22.2% | 0.01% | -16.7% |
Q1 2022 | $913,000 | -3.9% | 43,698 | -0.9% | 0.01% | -14.3% |
Q4 2021 | $950,000 | -2.1% | 44,093 | +0.2% | 0.01% | 0.0% |
Q3 2021 | $970,000 | +0.9% | 44,009 | +2.3% | 0.01% | -6.7% |
Q2 2021 | $961,000 | -19.7% | 43,030 | -20.1% | 0.02% | -31.8% |
Q1 2021 | $1,197,000 | – | 53,885 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
TLWM | 329,267 | $7,211,000 | 2.42% |
Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |