INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $441,586 | +44.2% | 20,968 | +43.5% | 0.03% | +25.0% |
| Q1 2024 | $306,330 | +1.8% | 14,608 | +1.4% | 0.02% | -4.0% |
| Q4 2023 | $300,807 | +2.6% | 14,403 | +1.6% | 0.02% | -10.7% |
| Q3 2023 | $293,142 | +25.8% | 14,182 | +25.2% | 0.03% | +3.7% |
| Q2 2023 | $232,935 | +0.1% | 11,324 | +0.2% | 0.03% | -3.6% |
| Q1 2023 | $232,667 | +4553.3% | 11,300 | +4550.2% | 0.03% | +2700.0% |
| Q2 2021 | $5,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | – | 243 | – | 0.00% | – |
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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% |