INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 7 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,189,745 | -2.9% | 277,008 | -1.4% | 1.03% | +2.4% |
| Q2 2023 | $5,343,692 | +2.0% | 280,870 | +3.5% | 1.01% | -9.4% |
| Q1 2023 | $5,237,621 | +6.4% | 271,309 | +4.7% | 1.11% | -0.1% |
| Q4 2022 | $4,923,277 | -37.4% | 259,188 | -38.6% | 1.11% | -43.3% |
| Q3 2022 | $7,861,000 | +3.1% | 422,395 | +7.3% | 1.96% | +6.5% |
| Q2 2022 | $7,624,000 | – | 393,587 | – | 1.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Red Spruce Capital, LLC | 215,380 | $4,091,143 | 2.60% |
| Virginia National Bank | 35,363 | $671,720 | 2.48% |
| Horizons Wealth Management | 149,185 | $2,835 | 2.27% |
| TLWM | 306,618 | $5,824,174 | 2.11% |
| Legacy Financial Group LLC | 329,845 | $6,265,410 | 1.88% |
| Goepper Burkhardt LLC | 132,350 | $2,513,988 | 1.76% |
| Cribstone Capital Management, LLC | 153,021 | $2,906,635 | 1.69% |
| Motley Fool Wealth Management, LLC | 1,164,427 | $22,117,106 | 1.54% |
| Kessler Investment Group, LLC | 72,991 | $1,386,000 | 1.47% |
| EASTERN BANK | 1,357,096 | $25,778,106 | 1.38% |