INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 161 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $505,917 | -34.8% | 25,120 | -35.5% | 0.15% | -37.3% |
| Q3 2022 | $776,000 | -2.4% | 38,920 | 0.0% | 0.23% | +3.1% |
| Q2 2022 | $795,000 | -2.2% | 38,920 | 0.0% | 0.23% | +19.6% |
| Q1 2022 | $813,000 | -4.6% | 38,920 | 0.0% | 0.19% | -12.9% |
| Q4 2021 | $852,000 | -11.5% | 38,920 | -10.3% | 0.22% | -18.4% |
| Q3 2021 | $963,000 | -0.5% | 43,400 | 0.0% | 0.27% | -5.0% |
| Q2 2021 | $968,000 | -72.2% | 43,400 | -72.4% | 0.28% | -73.4% |
| Q1 2021 | $3,487,000 | -2.7% | 157,463 | -0.6% | 1.05% | -20.3% |
| Q4 2020 | $3,585,000 | -0.9% | 158,455 | -2.1% | 1.32% | -13.9% |
| Q3 2020 | $3,616,000 | +22.6% | 161,830 | +21.9% | 1.53% | +20.8% |
| Q2 2020 | $2,949,000 | – | 132,719 | – | 1.27% | – |
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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% |