INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |