Carolina Wealth 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 312 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$5,343,587
+7.3%
258,519
+6.7%
3.02%
+0.7%
Q2 2023$4,981,540
+2.0%
242,175
+2.1%
3.00%
+4.8%
Q1 2023$4,885,286
+108631.0%
237,265
+8.2%
2.86%
+1.1%
Q4 2022$4,493
-99.8%
219,323
+99.2%
2.83%
+60.5%
Q3 2022$2,246,000
+0.7%
110,129
+2.4%
1.76%
+19.7%
Q2 2022$2,230,000
-7.5%
107,526
-6.0%
1.47%
-3.3%
Q1 2022$2,411,000
-1.8%
114,427
+1.7%
1.52%
+9.7%
Q4 2021$2,456,000
-25.1%
112,507
-24.2%
1.39%
-36.1%
Q3 2021$3,281,000
+1.7%
148,389
+2.0%
2.17%
-0.0%
Q2 2021$3,227,000
+8.6%
145,419
+8.5%
2.17%
+0.3%
Q1 2021$2,971,000
+2.2%
134,019
+3.2%
2.17%
-7.2%
Q4 2020$2,908,000
+14.5%
129,898
+13.4%
2.34%
+4.7%
Q3 2020$2,540,000
+8.8%
114,534
+8.1%
2.23%
-1.2%
Q2 2020$2,334,000
+8.3%
105,910
+1.5%
2.26%
-9.4%
Q1 2020$2,156,000
-35.8%
104,391
-33.3%
2.49%
-21.7%
Q4 2019$3,360,000156,4893.18%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q2 2022
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 588,969$13,187,0008.12%
Fusion Family Wealth LLC 1,709,830$38,283,0006.76%
S.E.E.D. Planning Group LLC 404,453$9,056,0005.44%
DWM Financial Group, Inc. 153,929$3,446,0004.69%
Vista Private Wealth Partners. LLC 406,918$9,111,0004.53%
Goepper Burkhardt LLC 225,630$5,052,0003.66%
1834 INVESTMENT ADVISORS CO 1,042,824$23,349,0003.11%
Advisors Preferred, LLC 745,080$16,682,0003.10%
Marietta Wealth Management, LLC 454,349$10,173,0002.80%
Pacific Wealth Strategies Group, Inc. 287,829$6,439,0002.78%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders