Robertson Stephens Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 268 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$303,924
-0.2%
15,8500.0%0.02%
-6.2%
Q1 2024$304,479
-0.5%
15,8500.0%0.02%
-15.8%
Q4 2023$305,905
+2.7%
15,8500.0%0.02%
-5.0%
Q3 2023$297,747
-0.8%
15,8500.0%0.02%
-4.8%
Q2 2023$300,278
-1.1%
15,8500.0%0.02%
-8.7%
Q1 2023$303,686
+1.2%
15,8500.0%0.02%
-20.7%
Q4 2022$299,96115,8500.03%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2023
NameSharesValueWeighting ↓
Harborview Advisors, LLC 40,704$821,0000.66%
Raub Brock Capital Management LP 152,485$3,076,0000.63%
TCG Advisors, LP 30,146$610,0000.56%
Asset Dedication, LLC 70,217$1,414,0000.46%
Oliver Luxxe Assets LLC 33,399$673,0000.37%
COOKSON PEIRCE & CO INC 168,796$3,405,0000.29%
First Command Bank 28,001$565,0000.28%
First Command Financial Services, Inc. 28,001$565,0000.28%
NORTHWEST INVESTMENT COUNSELORS, LLC 25,928$523,0000.19%
Anchor Investment Management, LLC 39,235$791,3700.19%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders