INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,999,000 | – | 90,248 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |