INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 243 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,820,664 | -40.1% | 198,786 | -39.9% | 0.32% | -44.3% |
| Q1 2024 | $6,378,547 | -6.3% | 330,667 | -5.5% | 0.57% | -15.9% |
| Q4 2023 | $6,809,081 | +3.9% | 349,990 | +0.1% | 0.67% | -10.3% |
| Q3 2023 | $6,552,989 | +0.2% | 349,772 | +1.7% | 0.75% | +1.9% |
| Q2 2023 | $6,540,854 | – | 343,795 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 1,871,167 | $35,963,830 | 8.85% |
| IMA Advisory Services, Inc. | 610,741 | $11,738,443 | 5.18% |
| TLWM | 960,671 | $18,464,064 | 3.97% |
| Sound Stewardship, LLC | 316,975 | $6,092,261 | 3.70% |
| Hills Bank & Trust Co | 2,260,693 | $43,450,520 | 3.52% |
| GPM Growth Investors, Inc. | 426,814 | $8,203,365 | 3.49% |
| Straight Path Wealth Management | 321,880 | $6,186,530 | 3.18% |
| Legacy Financial Group LLC | 774,351 | $14,883,031 | 2.93% |
| Red Spruce Capital, LLC | 323,951 | $6,226,338 | 2.89% |
| Goepper Burkhardt LLC | 321,200 | $6,173,464 | 2.80% |