INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |