INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 155 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |