INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,612 | +0.4% | 504 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $10,566 | +0.4% | 504 | 0.0% | 0.00% | -20.0% |
| Q4 2023 | $10,523 | +1.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $10,415 | +0.5% | 504 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $10,365 | -0.1% | 504 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $10,375 | +0.5% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10,321 | +3.2% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 504 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $11,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $11,000 | – | 504 | – | 0.01% | – |
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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% |