INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 249 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $740,817 | -17.9% | 39,436 | -17.2% | 3.38% | +8.5% |
| Q2 2023 | $902,558 | -1.6% | 47,641 | -0.5% | 3.11% | -3.4% |
| Q1 2023 | $917,131 | +28.7% | 47,867 | +27.1% | 3.22% | +22.7% |
| Q4 2022 | $712,829 | +37.3% | 37,666 | +35.3% | 2.63% | +58.6% |
| Q3 2022 | $519,000 | -3.0% | 27,838 | +0.3% | 1.66% | +97.8% |
| Q2 2022 | $535,000 | -43.0% | 27,749 | -41.0% | 0.84% | -21.9% |
| Q1 2022 | $939,000 | – | 47,012 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |