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 | $1,005,537 | -24.1% | 47,364 | -24.3% | 4.59% | +0.3% |
| Q2 2023 | $1,325,242 | -2.9% | 62,600 | -3.3% | 4.57% | -4.7% |
| Q1 2023 | $1,364,803 | +10.6% | 64,744 | +10.1% | 4.80% | +5.5% |
| Q4 2022 | $1,234,211 | -35.2% | 58,828 | -35.5% | 4.55% | -25.1% |
| Q3 2022 | $1,904,000 | +2.2% | 91,238 | +2.6% | 6.08% | +108.4% |
| Q2 2022 | $1,863,000 | -25.1% | 88,923 | -24.5% | 2.92% | +2.7% |
| Q1 2022 | $2,487,000 | – | 117,854 | – | 2.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |