TRANSCEND CAPITAL ADVISORS, LLC - 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 235 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,061,921
-2.5%
51,375
-3.0%
0.10%0.0%
Q2 2023$1,089,613
-2.4%
52,971
-2.3%
0.10%
-11.1%
Q1 2023$1,116,369
-2.7%
54,219
-3.2%
0.12%
-6.4%
Q4 2022$1,147,903
+4.1%
56,036
+3.6%
0.12%
+2.5%
Q3 2022$1,103,000
+22.1%
54,101
+24.3%
0.12%
+29.8%
Q2 2022$903,000
+53.8%
43,529
+56.3%
0.09%
+80.8%
Q1 2022$587,000
-31.0%
27,841
-28.6%
0.05%
-30.7%
Q4 2021$851,000
-20.6%
39,000
-20.1%
0.08%
-21.9%
Q3 2021$1,072,000
-26.5%
48,810
-25.7%
0.10%
-54.3%
Q2 2021$1,459,000
-27.0%
65,673
-27.2%
0.21%
-12.5%
Q1 2021$1,999,00090,2480.24%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2021
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%
Denver PWM, 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