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 303 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
NameSharesValueWeighting ↓
First Command Bank 447,520$9,537,0004.51%
First Command Financial Services, Inc. 447,520$9,537,0004.51%
S.E.E.D. Planning Group LLC 235,396$5,016,0004.36%
Brookstone Capital Management 3,074,165$65,510,0003.33%
DWM Financial Group, Inc. 146,659$3,125,0003.18%
Red Spruce Capital, LLC 165,259$3,522,0002.94%
Mirador Capital Partners LP 298,345$6,358,0002.56%
Cribstone Capital Management, LLC 133,566$2,846,0002.55%
SHUFRO ROSE & CO LLC 1,301,320$27,731,0002.50%
Marietta Wealth Management, LLC 350,804$7,476,0002.46%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders