Geneos Wealth Management Inc. - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,746,512
+24.9%
84,495
+24.3%
0.09%
+23.3%
Q2 2023$1,398,493
+35.9%
67,987
+36.0%
0.07%
+15.9%
Q1 2023$1,029,397
+45.7%
49,995
+45.0%
0.06%
+46.5%
Q4 2022$706,697
+23.5%
34,490
+22.8%
0.04%
+10.3%
Q3 2022$572,000
-4.7%
28,083
-2.8%
0.04%
+30.0%
Q2 2022$600,000
-6.5%
28,887
-5.2%
0.03%
+7.1%
Q1 2022$642,000
+10.1%
30,470
+14.1%
0.03%
+27.3%
Q4 2021$583,000
-8.0%
26,709
-7.0%
0.02%
-8.3%
Q3 2021$634,000
-0.5%
28,726
+0.1%
0.02%
-4.0%
Q2 2021$637,000
+8.1%
28,701
+8.2%
0.02%
+56.2%
Q1 2021$589,000
+2.8%
26,517
+2.5%
0.02%
-30.4%
Q4 2020$573,000
+54.0%
25,880
+53.6%
0.02%
+21.1%
Q3 2020$372,000
+8.8%
16,848
+8.5%
0.02%0.0%
Q2 2020$342,000
+12.5%
15,531
+4.0%
0.02%
-5.0%
Q1 2020$304,000
+118.7%
14,934
+130.5%
0.02%
+185.7%
Q4 2019$139,000
+71.6%
6,479
+69.2%
0.01%
+40.0%
Q3 2019$81,0000.0%3,8300.0%0.01%0.0%
Q2 2019$81,000
+2.5%
3,8300.0%0.01%0.0%
Q1 2019$79,000
+36.2%
3,830
+30.7%
0.01%
+25.0%
Q4 2018$58,0000.0%2,9300.0%0.00%0.0%
Q3 2018$58,0002,9300.00%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 4,449,935$97,142,0007.02%
GPM Growth Investors, Inc. 634,356$13,848,0006.90%
Oakhurst Advisors,LLC 856,538$18,698,0005.73%
S.E.E.D. Planning Group LLC 584,924$12,769,0005.54%
Fusion Family Wealth LLC 1,651,791$36,059,0005.37%
Vista Private Wealth Partners. LLC 507,977$11,077,0004.23%
NORTHCAPE WEALTH MANAGEMENT, LLC 488,958$10,674,0003.60%
Red Spruce Capital, LLC 297,304$6,490,0003.55%
SENTINEL PENSION ADVISORS INC 513,195$11,203,0003.53%
Goepper Burkhardt LLC 271,848$5,934,0003.53%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders