INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | 0.0% | 88 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -86.7% | 88 | -87.6% | 0.00% | -100.0% |
| Q4 2021 | $15,000 | 0.0% | 707 | +0.4% | 0.00% | -33.3% |
| Q3 2021 | $15,000 | -6.2% | 704 | -6.3% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 751 | +6.8% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | -40.0% | 703 | -37.7% | 0.00% | -50.0% |
| Q4 2020 | $25,000 | +8.7% | 1,128 | +7.5% | 0.01% | -14.3% |
| Q3 2020 | $23,000 | 0.0% | 1,049 | +0.8% | 0.01% | -22.2% |
| Q2 2020 | $23,000 | – | 1,041 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |