BerganKDV Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 262 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2023$36,540
+0.4%
1,7260.0%0.00%0.0%
Q1 2023$36,385
+0.5%
1,7260.0%0.00%0.0%
Q4 2022$36,211
+81.1%
1,726
+76.8%
0.00%
+100.0%
Q3 2022$20,000
-60.0%
976
-59.4%
0.00%
-66.7%
Q2 2022$50,000
-2.0%
2,4050.0%0.01%
+20.0%
Q1 2022$51,000
-1.9%
2,4050.0%0.01%0.0%
Q4 2021$52,0000.0%2,4050.0%0.01%
-16.7%
Q3 2021$52,0000.0%2,4050.0%0.01%0.0%
Q2 2021$52,0000.0%2,4050.0%0.01%
-14.3%
Q1 2021$52,000
-29.7%
2,405
-28.5%
0.01%
-30.0%
Q4 2020$74,000
+42.3%
3,365
+39.9%
0.01%
+25.0%
Q3 2020$52,0000.0%2,4050.0%0.01%
-11.1%
Q2 2020$52,000
+4.0%
2,4050.0%0.01%
-10.0%
Q1 2020$50,000
-2.0%
2,4050.0%0.01%
+11.1%
Q4 2019$51,0000.0%2,4050.0%0.01%
-10.0%
Q3 2019$51,0000.0%2,4050.0%0.01%0.0%
Q2 2019$51,000
+2.0%
2,4050.0%0.01%0.0%
Q1 2019$50,000
+31.6%
2,405
+26.2%
0.01%
+11.1%
Q4 2018$38,000
-2.6%
1,9050.0%0.01%
+12.5%
Q3 2018$39,000
+2.6%
1,9050.0%0.01%0.0%
Q2 2018$38,0001,9050.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2021
NameSharesValueWeighting ↓
Joule Financial, LLC 417,670$8,750,0006.83%
Advisors Preferred, LLC 1,078,040$22,582,0005.88%
Oakhurst Advisors,LLC 391,395$8,199,0005.84%
IMA Wealth, Inc. 1,077,165$22,567,0005.52%
Asset Dedication, LLC 1,714,723$35,919,0005.34%
Blossom Wealth Management 45,945$963,0004.88%
Strategic Family Wealth Counselors, L.L.C. 462,624$9,692,0004.65%
Mirador Capital Partners LP 897,057$18,793,0004.44%
Goepper Burkhardt LLC 299,436$6,273,0004.42%
NORTHCAPE WEALTH MANAGEMENT, LLC 544,797$11,414,0004.37%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders