INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 358 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,155 | -10.2% | 9,884 | -10.6% | 0.04% | -21.8% |
| Q1 2024 | $231,923 | +0.7% | 11,059 | +0.3% | 0.06% | -8.3% |
| Q4 2023 | $230,219 | -18.9% | 11,023 | -19.8% | 0.06% | -27.7% |
| Q3 2023 | $284,036 | -10.0% | 13,742 | -10.4% | 0.08% | -7.8% |
| Q2 2023 | $315,529 | +3.7% | 15,339 | +3.8% | 0.09% | -3.2% |
| Q1 2023 | $304,266 | +0.8% | 14,777 | +0.3% | 0.09% | +2.2% |
| Q4 2022 | $301,824 | +0.9% | 14,733 | +0.3% | 0.09% | -6.2% |
| Q3 2022 | $299,000 | -1.6% | 14,694 | +0.2% | 0.10% | -3.0% |
| Q2 2022 | $304,000 | -11.4% | 14,658 | -10.0% | 0.10% | +2.0% |
| Q1 2022 | $343,000 | -3.1% | 16,288 | +0.2% | 0.10% | -3.9% |
| Q4 2021 | $354,000 | -12.8% | 16,257 | -11.5% | 0.10% | -17.7% |
| Q3 2021 | $406,000 | 0.0% | 18,371 | +0.2% | 0.12% | -6.8% |
| Q2 2021 | $406,000 | +0.2% | 18,328 | +0.2% | 0.13% | -7.6% |
| Q1 2021 | $405,000 | -0.7% | 18,283 | +0.3% | 0.14% | -10.0% |
| Q4 2020 | $408,000 | -3.5% | 18,233 | -4.4% | 0.16% | -15.3% |
| Q3 2020 | $423,000 | +1.0% | 19,073 | +0.3% | 0.19% | -11.3% |
| Q2 2020 | $419,000 | +3.2% | 19,023 | -3.4% | 0.21% | -16.5% |
| Q1 2020 | $406,000 | -3.3% | 19,693 | +0.5% | 0.26% | +7.6% |
| Q4 2019 | $420,000 | – | 19,595 | – | 0.24% | – |
Download | ||||||
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% |