INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 236 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,724,020 | +0.4% | 509,213 | -0.1% | 0.82% | -4.6% |
| Q1 2024 | $10,683,730 | -0.2% | 509,477 | -0.6% | 0.86% | -6.0% |
| Q4 2023 | $10,702,559 | +2.2% | 512,452 | +1.2% | 0.92% | -6.9% |
| 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 ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |