INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $618,087 | -26.9% | 29,349 | -27.2% | 0.05% | -30.3% |
| Q1 2024 | $845,491 | -8.6% | 40,319 | -9.0% | 0.07% | -1.5% |
| Q4 2023 | $925,090 | +1.1% | 44,294 | +0.1% | 0.07% | -13.0% |
| Q3 2023 | $915,081 | -4.8% | 44,271 | -5.3% | 0.08% | -6.1% |
| Q2 2023 | $961,612 | +7.0% | 46,748 | +7.1% | 0.08% | -2.4% |
| Q1 2023 | $898,404 | +11.8% | 43,633 | +11.2% | 0.08% | +2.4% |
| Q4 2022 | $803,692 | -13.4% | 39,233 | -13.9% | 0.08% | +54.7% |
| Q3 2022 | $928,000 | +258.3% | 45,546 | +263.0% | 0.05% | +253.3% |
| Q2 2022 | $259,000 | -29.2% | 12,546 | -27.8% | 0.02% | -16.7% |
| Q1 2022 | $366,000 | +76.8% | 17,366 | +83.1% | 0.02% | -10.0% |
| Q4 2021 | $207,000 | -47.2% | 9,483 | -46.5% | 0.02% | -50.0% |
| Q2 2021 | $392,000 | -28.5% | 17,733 | -28.3% | 0.04% | -45.9% |
| Q1 2021 | $548,000 | -25.3% | 24,734 | -24.6% | 0.07% | -31.5% |
| Q4 2020 | $734,000 | -0.5% | 32,784 | -1.5% | 0.11% | -10.7% |
| Q3 2020 | $738,000 | +1.4% | 33,284 | +0.8% | 0.12% | -8.3% |
| Q2 2020 | $728,000 | +3.6% | 33,034 | -2.9% | 0.13% | -18.0% |
| Q1 2020 | $703,000 | -3.8% | 34,034 | 0.0% | 0.16% | +45.0% |
| Q4 2019 | $731,000 | -4.4% | 34,034 | -4.7% | 0.11% | -30.2% |
| Q3 2019 | $765,000 | +0.5% | 35,708 | 0.0% | 0.16% | +59.0% |
| Q2 2019 | $761,000 | +12.6% | 35,708 | +9.8% | 0.10% | -33.3% |
| Q1 2019 | $676,000 | +4.0% | 32,526 | 0.0% | 0.15% | -14.3% |
| Q4 2018 | $650,000 | – | 32,526 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |