INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 235 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,468,566 | +2.2% | 506,460 | +1.7% | 0.99% | +8.0% |
| Q2 2023 | $10,243,514 | +0.7% | 497,983 | +0.8% | 0.92% | -8.4% |
| Q1 2023 | $10,173,524 | +12.6% | 494,100 | +11.5% | 1.00% | -0.7% |
| Q3 2022 | $9,033,000 | +14.6% | 443,016 | +16.5% | 1.01% | +15.1% |
| Q2 2022 | $7,884,000 | +11.0% | 380,134 | +12.7% | 0.87% | +26.7% |
| Q1 2022 | $7,104,000 | +12.1% | 337,159 | +16.1% | 0.69% | +14.2% |
| Q4 2021 | $6,340,000 | +209.4% | 290,518 | +213.5% | 0.60% | +177.1% |
| Q3 2021 | $2,049,000 | +104.7% | 92,681 | +105.4% | 0.22% | +107.6% |
| Q2 2021 | $1,001,000 | – | 45,128 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |