INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 9 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,488 | -0.2% | 10,674 | +0.7% | 0.06% | +1.8% |
| Q2 2023 | $200,895 | -9.7% | 10,604 | -8.7% | 0.06% | -16.2% |
| Q1 2023 | $222,418 | +1.9% | 11,609 | +0.6% | 0.07% | +3.0% |
| Q4 2022 | $218,376 | +2.5% | 11,540 | +0.6% | 0.07% | -4.3% |
| Q3 2022 | $213,000 | -3.2% | 11,474 | +0.5% | 0.07% | -5.5% |
| Q2 2022 | $220,000 | -37.5% | 11,420 | -30.7% | 0.07% | -31.8% |
| Q3 2021 | $352,000 | +11.4% | 16,468 | +12.7% | 0.11% | -24.1% |
| Q3 2020 | $316,000 | +0.6% | 14,612 | 0.0% | 0.14% | -11.9% |
| Q2 2020 | $314,000 | +9.4% | 14,612 | 0.0% | 0.16% | -11.1% |
| Q1 2020 | $287,000 | – | 14,612 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 293,956 | $6,264,000 | 3.19% |
| Ironwood Financial, llc | 334,776 | $7,134,000 | 2.33% |
| Red Spruce Capital, LLC | 154,371 | $3,290,000 | 2.09% |
| MANCHESTER FINANCIAL INC | 198,374 | $4,227,000 | 1.96% |
| TCG Advisory Services, LLC | 217,844 | $4,642,000 | 1.37% |
| Goepper Burkhardt LLC | 88,500 | $1,886,000 | 1.28% |
| Motley Fool Wealth Management, LLC | 1,329,506 | $28,332,000 | 1.27% |
| EASTERN BANK | 1,062,247 | $22,636,000 | 1.22% |
| Harfst & Associates, Inc. | 168,321 | $3,586,000 | 1.08% |
| 1834 INVESTMENT ADVISORS CO | 356,600 | $7,599,000 | 0.98% |