INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tatro Capital, LLC | 275,873 | $6,042,000 | 5.63% |
| S.E.E.D. Planning Group LLC | 409,945 | $8,978,000 | 5.39% |
| DWM Financial Group, Inc. | 156,246 | $3,422,000 | 4.66% |
| Eagle Capital Management, LLC | 519,613 | $11,380,000 | 4.09% |
| Legacy Financial Group LLC | 459,423 | $10,061,000 | 3.87% |
| Goepper Burkhardt LLC | 242,543 | $5,312,000 | 3.85% |
| Red Spruce Capital, LLC | 228,596 | $5,006,000 | 3.48% |
| SENTINEL PENSION ADVISORS INC | 417,622 | $9,146,000 | 3.34% |
| BCS Wealth Management | 259,041 | $5,673,000 | 2.95% |
| Marietta Wealth Management, LLC | 474,260 | $10,386,000 | 2.86% |