INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,667 | -7.7% | 11,300 | -8.1% | 0.20% | -7.8% |
| Q4 2022 | $251,967 | -38.4% | 12,300 | -38.7% | 0.22% | -39.8% |
| Q3 2022 | $409,000 | -1.7% | 20,070 | 0.0% | 0.36% | +16.8% |
| Q2 2022 | $416,000 | -1.7% | 20,070 | 0.0% | 0.31% | +19.2% |
| Q1 2022 | $423,000 | -5.8% | 20,070 | -2.3% | 0.26% | +0.4% |
| Q4 2021 | $449,000 | -6.8% | 20,550 | -5.6% | 0.26% | -16.2% |
| Q3 2021 | $482,000 | -6.0% | 21,780 | -5.8% | 0.31% | -6.9% |
| Q2 2021 | $513,000 | -12.5% | 23,130 | -12.5% | 0.33% | -18.6% |
| Q1 2021 | $586,000 | +108.5% | 26,430 | +110.8% | 0.41% | +83.8% |
| Q4 2020 | $281,000 | +1.1% | 12,540 | 0.0% | 0.22% | -15.6% |
| Q3 2020 | $278,000 | – | 12,540 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Denver PWM, LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |