INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $989,260 | +1.9% | 51,257 | -0.8% | 0.11% | -6.8% |
| Q3 2023 | $971,050 | -4.7% | 51,692 | -3.8% | 0.12% | -2.5% |
| Q2 2023 | $1,018,465 | -4.3% | 53,759 | -3.3% | 0.12% | -9.1% |
| Q1 2023 | $1,064,740 | -4.3% | 55,571 | -5.5% | 0.13% | -7.0% |
| Q4 2022 | $1,112,809 | -90.6% | 58,801 | -90.8% | 0.14% | -91.5% |
| Q3 2022 | $11,851,000 | -8.0% | 635,810 | -4.9% | 1.66% | -3.6% |
| Q2 2022 | $12,879,000 | +150.7% | 668,323 | +159.8% | 1.72% | +190.4% |
| Q1 2022 | $5,138,000 | -5.3% | 257,264 | +0.4% | 0.59% | -2.0% |
| Q4 2021 | $5,424,000 | – | 256,348 | – | 0.61% | – |
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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% |