INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 89 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $212,559 | +0.4% | 10,093 | 0.0% | 0.06% | -11.1% |
| Q1 2024 | $211,650 | -9.6% | 10,093 | -10.0% | 0.06% | -23.2% |
| Q4 2023 | $234,142 | -2.4% | 11,211 | -3.4% | 0.08% | -18.8% |
| Q3 2023 | $239,979 | +47.4% | 11,610 | +46.7% | 0.10% | +53.0% |
| Q2 2023 | $162,791 | +2.8% | 7,914 | +2.9% | 0.07% | -4.3% |
| Q1 2023 | $158,337 | +100113.3% | 7,690 | 0.0% | 0.07% | -2.8% |
| Q4 2022 | $158 | -99.8% | 7,690 | +104.6% | 0.07% | +86.8% |
| Q3 2022 | $77,000 | -1.3% | 3,759 | 0.0% | 0.04% | +8.6% |
| Q2 2022 | $78,000 | +16.4% | 3,759 | +17.5% | 0.04% | +29.6% |
| Q1 2022 | $67,000 | -4.3% | 3,200 | 0.0% | 0.03% | -6.9% |
| Q4 2021 | $70,000 | -1.4% | 3,200 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $71,000 | +16.4% | 3,200 | +16.4% | 0.03% | +14.8% |
| Q2 2021 | $61,000 | +19.6% | 2,750 | +19.6% | 0.03% | +8.0% |
| Q1 2021 | $51,000 | 0.0% | 2,300 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $51,000 | 0.0% | 2,300 | 0.0% | 0.03% | -10.3% |
| Q3 2020 | $51,000 | 0.0% | 2,300 | 0.0% | 0.03% | -12.1% |
| Q2 2020 | $51,000 | +8.5% | 2,300 | 0.0% | 0.03% | -10.8% |
| Q1 2020 | $47,000 | -4.1% | 2,300 | 0.0% | 0.04% | +15.6% |
| Q4 2019 | $49,000 | 0.0% | 2,300 | 0.0% | 0.03% | -8.6% |
| Q3 2019 | $49,000 | 0.0% | 2,300 | 0.0% | 0.04% | -7.9% |
| Q2 2019 | $49,000 | +2.1% | 2,300 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $48,000 | +20.0% | 2,300 | +15.0% | 0.04% | +8.3% |
| Q4 2018 | $40,000 | 0.0% | 2,000 | 0.0% | 0.04% | +16.1% |
| Q3 2018 | $40,000 | – | 2,000 | – | 0.03% | – |
Download | ||||||
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% |