INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 236 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,422,812 | +156.1% | 162,527 | +155.0% | 0.01% | +166.7% |
| Q1 2024 | $1,336,374 | +4.9% | 63,728 | +4.4% | 0.00% | -25.0% |
| Q4 2023 | $1,274,349 | +3.9% | 61,017 | +2.8% | 0.00% | 0.0% |
| Q3 2023 | $1,226,592 | +123.1% | 59,342 | +122.1% | 0.00% | -42.9% |
| Q4 2022 | $549,754 | -25.0% | 26,713 | -25.6% | 0.01% | -30.0% |
| Q3 2022 | $733,000 | +4.6% | 35,918 | +6.2% | 0.01% | 0.0% |
| Q2 2022 | $701,000 | -23.3% | 33,818 | -22.1% | 0.01% | -16.7% |
| Q1 2022 | $914,000 | -4.2% | 43,403 | -1.9% | 0.01% | -14.3% |
| Q4 2021 | $954,000 | -1.9% | 44,257 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $972,000 | +1.2% | 44,223 | +2.2% | 0.01% | -6.7% |
| Q2 2021 | $960,000 | -20.4% | 43,252 | -20.4% | 0.02% | -31.8% |
| Q1 2021 | $1,206,000 | – | 54,365 | – | 0.02% | – |
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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% |