INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 317 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 | $3,512,695 | -8.9% | 165,459 | -9.2% | 0.97% | -7.9% |
| Q2 2023 | $3,857,301 | +9.4% | 182,206 | +8.9% | 1.06% | +4.8% |
| Q1 2023 | $3,525,588 | +58.9% | 167,248 | +58.2% | 1.01% | +40.3% |
| Q4 2022 | $2,218,467 | +25.3% | 105,742 | +24.6% | 0.72% | -6.1% |
| Q3 2022 | $1,771,000 | +4.2% | 84,842 | +4.6% | 0.77% | -1.3% |
| Q2 2022 | $1,700,000 | – | 81,139 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |