INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 313 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,366 | +0.2% | 9,741 | -0.3% | 0.10% | -3.9% |
| Q3 2022 | $204,000 | -9.7% | 9,770 | -9.6% | 0.10% | -8.0% |
| Q2 2022 | $226,000 | -27.3% | 10,809 | -26.6% | 0.11% | -5.9% |
| Q1 2022 | $311,000 | -36.4% | 14,720 | -35.4% | 0.12% | -33.5% |
| Q4 2021 | $489,000 | -5.4% | 22,786 | -4.5% | 0.18% | -10.1% |
| Q3 2021 | $517,000 | -10.7% | 23,862 | -10.5% | 0.20% | -15.3% |
| Q2 2021 | $579,000 | +28.1% | 26,658 | +28.4% | 0.24% | +12.4% |
| Q1 2021 | $452,000 | +7.4% | 20,759 | +7.8% | 0.21% | -9.1% |
| Q4 2020 | $421,000 | +19.6% | 19,258 | +19.2% | 0.23% | -1.3% |
| Q3 2020 | $352,000 | +36.4% | 16,160 | +35.8% | 0.23% | +12.0% |
| Q2 2020 | $258,000 | – | 11,896 | – | 0.21% | – |
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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% |