INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 265 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $259,537 | -3.1% | 12,605 | -3.6% | 0.01% | -8.3% |
| Q4 2022 | $267,740 | -1.6% | 13,070 | -2.0% | 0.01% | -7.7% |
| Q3 2022 | $272,000 | -19.8% | 13,330 | -17.2% | 0.01% | -13.3% |
| Q1 2022 | $339,185 | -4.7% | 16,098 | -1.2% | 0.02% | 0.0% |
| Q4 2021 | $356,000 | -18.0% | 16,286 | -17.0% | 0.02% | -28.6% |
| Q3 2021 | $434,000 | +3.8% | 19,621 | +4.2% | 0.02% | 0.0% |
| Q2 2021 | $418,000 | +6.1% | 18,826 | +5.9% | 0.02% | -4.5% |
| Q1 2021 | $394,000 | +12.6% | 17,775 | +13.7% | 0.02% | -12.0% |
| Q4 2020 | $350,000 | +31.1% | 15,628 | +29.7% | 0.02% | +4.2% |
| Q3 2020 | $267,000 | – | 12,052 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |