INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 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 | ||||
|---|---|---|---|---|---|---|
| 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 | -23.6% | 13,330 | -18.2% | 0.01% | -13.3% |
| 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 ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Vista Private Wealth Partners. LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |