Heartwood Wealth Advisors LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 180 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$3,393,171
-0.5%
181,114
+1.0%
0.50%
+3.3%
Q2 2023$3,410,987
+0.5%
179,285
+2.0%
0.48%
-4.3%
Q1 2023$3,392,390
+5.4%
175,726
+3.7%
0.51%
+0.4%
Q4 2022$3,219,159
-0.7%
169,474
-2.7%
0.50%
-10.3%
Q3 2022$3,242,000
-3.1%
174,184
+0.8%
0.56%
+2.0%
Q2 2022$3,346,000172,7670.55%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
TLWM 324,909$6,582,0002.90%
Red Spruce Capital, LLC 202,298$3,765,0002.64%
Virginia National Bank 43,940$818,0002.61%
KIRR MARBACH & CO LLC /IN/ 317,183$5,903,0002.00%
Marietta Wealth Management, LLC 422,395$7,861,0001.96%
Kessler Investment Group, LLC 120,227$2,238,0001.85%
Motley Fool Wealth Management, LLC 1,232,782$22,944,0001.50%
EASTERN BANK 1,393,634$25,938,0001.48%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1,447,957$26,949,0001.16%
TCG Advisory Services, LLC 194,350$3,617,0001.09%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders