INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 303 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $277,750 | -65.1% | 13,120 | -65.2% | 0.03% | -68.7% |
| Q1 2023 | $794,885 | -8.4% | 37,708 | -8.8% | 0.08% | -11.7% |
| Q4 2022 | $867,544 | +1.5% | 41,351 | +0.9% | 0.09% | -1.1% |
| Q3 2022 | $855,000 | +31.9% | 40,986 | +32.6% | 0.10% | +41.8% |
| Q2 2022 | $648,000 | +61.2% | 30,917 | +62.1% | 0.07% | +86.1% |
| Q1 2022 | $402,000 | +30.1% | 19,067 | +33.6% | 0.04% | -18.2% |
| Q2 2021 | $309,000 | -0.3% | 14,269 | 0.0% | 0.04% | +18.9% |
| Q1 2021 | $310,000 | – | 14,269 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |