INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,571 | -0.1% | 14,101 | 0.0% | 0.10% | +2.1% |
| Q2 2023 | $283,853 | -0.7% | 14,101 | 0.0% | 0.09% | -9.6% |
| Q1 2023 | $285,968 | +138.5% | 14,101 | +134.6% | 0.10% | +82.5% |
| Q4 2022 | $119,889 | -0.1% | 6,011 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $120,000 | -2.4% | 6,011 | 0.0% | 0.06% | -16.4% |
| Q2 2022 | $123,000 | +44.7% | 6,011 | +47.4% | 0.07% | +59.5% |
| Q1 2022 | $85,000 | -4.5% | 4,079 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $89,000 | -2.2% | 4,079 | 0.0% | 0.04% | -11.8% |
| Q3 2021 | $91,000 | 0.0% | 4,079 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $91,000 | +1.1% | 4,079 | 0.0% | 0.05% | -13.6% |
| Q1 2021 | $90,000 | +9.8% | 4,079 | +12.1% | 0.06% | -3.3% |
| Q4 2020 | $82,000 | -49.7% | 3,639 | -54.4% | 0.06% | -63.5% |
| Q1 2020 | $163,000 | – | 7,977 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |