INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 7 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $3,346,000 | – | 172,767 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 658,487 | $12,336,764 | 7.75% |
| MANCHESTER FINANCIAL INC | 1,175,625 | $22,025,337 | 6.47% |
| GPM Growth Investors, Inc. | 336,170 | $6,298,146 | 3.29% |
| IMA Wealth, Inc. | 645,182 | $12,087,486 | 3.12% |
| TLWM | 621,641 | $11,646,409 | 3.09% |
| Red Spruce Capital, LLC | 273,236 | $5,119,077 | 2.91% |
| Legacy Financial Group LLC | 645,816 | $12,099,372,000 | 2.85% |
| Virginia National Bank | 31,810 | $595,960 | 2.72% |
| Horizons Wealth Management | 190,820 | $3,575,014 | 2.61% |
| Goepper Burkhardt LLC | 218,735 | $4,098,000 | 2.50% |