INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 106 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,392,703 | +0.0% | 127,371 | +0.9% | 1.65% | +4.3% |
| Q2 2023 | $2,392,584 | -1.8% | 126,291 | -0.7% | 1.58% | -6.5% |
| Q1 2023 | $2,436,099 | +4.0% | 127,145 | +2.8% | 1.69% | -2.6% |
| Q4 2022 | $2,341,306 | +32.6% | 123,715 | +30.6% | 1.73% | +16.3% |
| Q3 2022 | $1,766,000 | -8.4% | 94,760 | -5.3% | 1.49% | -3.6% |
| Q2 2022 | $1,927,000 | +0.3% | 100,025 | +4.0% | 1.55% | +14.5% |
| Q1 2022 | $1,921,000 | -2.6% | 96,200 | +3.2% | 1.35% | +5.8% |
| Q4 2021 | $1,972,000 | +8.1% | 93,210 | +9.5% | 1.28% | +1.4% |
| Q3 2021 | $1,824,000 | +56.8% | 85,120 | +57.6% | 1.26% | +59.2% |
| Q2 2021 | $1,163,000 | +48.5% | 54,025 | +47.0% | 0.79% | +37.6% |
| Q1 2021 | $783,000 | – | 36,745 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |