INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 317 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,958 | +0.3% | 29,108 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $616,212 | -13.1% | 29,108 | -13.5% | 0.01% | -16.7% |
| Q1 2023 | $709,258 | +0.5% | 33,646 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $705,893 | +0.6% | 33,646 | 0.0% | 0.01% | -13.3% |
| Q3 2022 | $702,000 | -0.4% | 33,646 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $705,000 | +48.7% | 33,646 | +54.7% | 0.02% | +36.4% |
| Q1 2021 | $474,000 | – | 21,754 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |