INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $272,000 | -0.7% | 12,996 | 0.0% | 0.20% | +20.8% |
| Q1 2022 | $274,000 | -1.8% | 12,996 | 0.0% | 0.17% | +4.3% |
| Q4 2021 | $279,000 | -1.1% | 12,996 | 0.0% | 0.16% | -11.0% |
| Q3 2021 | $282,000 | 0.0% | 12,996 | 0.0% | 0.18% | -1.1% |
| Q2 2021 | $282,000 | -17.1% | 12,996 | -16.7% | 0.18% | -22.8% |
| Q1 2021 | $340,000 | -0.6% | 15,596 | 0.0% | 0.24% | -12.2% |
| Q4 2020 | $342,000 | +0.6% | 15,596 | 0.0% | 0.27% | -15.9% |
| Q3 2020 | $340,000 | +54.5% | 15,596 | +54.1% | 0.32% | +43.3% |
| Q2 2020 | $220,000 | – | 10,121 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |