INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,200 | -9.4% | 40,745 | -9.9% | 0.19% | -5.6% |
| Q2 2023 | $929,970 | +3.5% | 45,210 | +3.6% | 0.20% | +2.1% |
| Q1 2023 | $898,651 | +39.0% | 43,645 | +38.3% | 0.19% | +39.6% |
| Q4 2022 | $646,571 | +30.4% | 31,563 | +29.7% | 0.14% | +14.9% |
| Q3 2022 | $496,000 | +6.2% | 24,340 | +8.0% | 0.12% | +17.5% |
| Q2 2022 | $467,000 | -1.7% | 22,530 | 0.0% | 0.10% | +8.4% |
| Q1 2022 | $475,000 | +10.7% | 22,530 | +14.8% | 0.10% | +9.2% |
| Q4 2021 | $429,000 | – | 19,630 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horizons Wealth Management | 254,273 | $5,310,488 | 3.48% |
| Red Spruce Capital, LLC | 314,132 | $6,560,647 | 3.37% |
| St. Louis Financial Planners Asset Management, LLC | 163,400 | $3,412,613 | 3.18% |
| Anchor Investment Management, LLC | 694,352 | $14,501,545 | 1.66% |
| Curbstone Financial Management Corp | 189,120 | $3,949,771 | 0.90% |
| RVW Wealth, LLC | 216,603 | $4,523,754 | 0.50% |
| OPTIMUM INVESTMENT ADVISORS | 42,942 | $896,844 | 0.45% |
| FC Advisory LLC | 30,191 | $630,549 | 0.24% |
| CGN Advisors LLC | 30,381 | $634,513 | 0.09% |
| Apella Capital, LLC | 45,211 | $944,008 | 0.05% |