INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 334 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,313 | -13.6% | 44,621 | -13.9% | 0.05% | -9.4% |
| Q2 2023 | $1,097,059 | -8.6% | 51,821 | -9.0% | 0.05% | -28.4% |
| Q1 2023 | $1,199,903 | +0.5% | 56,921 | 0.0% | 0.07% | -12.9% |
| Q4 2022 | $1,194,211 | -6.8% | 56,921 | -7.3% | 0.08% | -19.8% |
| Q3 2022 | $1,282,000 | -2.7% | 61,421 | -2.4% | 0.11% | -3.6% |
| Q2 2022 | $1,318,000 | +6.4% | 62,921 | +7.2% | 0.11% | +25.0% |
| Q1 2022 | $1,239,000 | +22.9% | 58,701 | +25.0% | 0.09% | +17.3% |
| Q4 2021 | $1,008,000 | -1.0% | 46,965 | 0.0% | 0.08% | -46.4% |
| Q3 2021 | $1,018,000 | – | 46,965 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |