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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,253,180 | -2.5% | 119,944 | -1.7% | 0.48% | +3.0% |
| Q2 2023 | $2,310,944 | -0.5% | 121,982 | +0.6% | 0.46% | -5.7% |
| Q1 2023 | $2,322,584 | +35.2% | 121,221 | +33.5% | 0.49% | +26.2% |
| Q4 2022 | $1,718,507 | +2.9% | 90,807 | +1.4% | 0.39% | -6.5% |
| Q3 2022 | $1,670,000 | -1.1% | 89,580 | +2.2% | 0.42% | +2.0% |
| Q2 2022 | $1,689,000 | +0.3% | 87,650 | +3.9% | 0.41% | +15.3% |
| Q1 2022 | $1,684,000 | +7.5% | 84,346 | +14.0% | 0.35% | +10.3% |
| Q4 2021 | $1,566,000 | +68.6% | 74,017 | +70.8% | 0.32% | +56.6% |
| Q3 2021 | $929,000 | +124.4% | 43,340 | +125.3% | 0.20% | +130.3% |
| Q2 2021 | $414,000 | – | 19,240 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 481,993 | $9,121,710 | 9.82% |
| Sterling Financial Group, Inc. | 615,978 | $11,657,393 | 8.94% |
| SHUFRO ROSE & CO LLC | 3,403,754 | $64,416,041 | 5.44% |
| TLWM | 755,948 | $14,306,302 | 5.19% |
| Fusion Family Wealth LLC | 1,646,850 | $31,166,638 | 4.27% |
| Red Spruce Capital, LLC | 350,890 | $6,640,594 | 4.23% |
| GILL CAPITAL PARTNERS, LLC | 465,907 | $8,817,286 | 4.16% |
| MANCHESTER FINANCIAL INC | 739,580 | $13,996,546 | 3.79% |
| Straight Path Wealth Management | 204,450 | $3,869,218 | 3.71% |
| Goepper Burkhardt LLC | 235,715 | $4,460,906 | 3.12% |