Essex Private Wealth Management, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q1 2022$403,000
-1.7%
19,1000.0%1.09%
+214.2%
Q4 2021$410,000
-1.0%
19,1000.0%0.35%
-8.0%
Q3 2021$414,000
-0.2%
19,1000.0%0.38%
-0.8%
Q2 2021$415,000
-0.2%
19,1000.0%0.38%
-4.5%
Q1 2021$416,000
-0.5%
19,1000.0%0.40%
-2.7%
Q4 2020$418,000
+0.5%
19,1000.0%0.41%
-5.1%
Q3 2020$416,000
+0.2%
19,1000.0%0.43%
-10.6%
Q2 2020$415,000
+5.1%
19,1000.0%0.48%
-6.6%
Q1 2020$395,000
-2.9%
19,1000.0%0.52%
+25.0%
Q4 2019$407,00019,1000.41%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2021
NameSharesValueWeighting ↓
MILESTONE ASSET MANAGEMENT, LLC 4,472,840$94,958,40933.22%
Waycross Investment Management Co 725,081$15,393,46217.71%
Kaye Capital Management 512,124$10,872,3824.98%
Strategic Family Wealth Counselors, L.L.C. 472,780$10,037,1144.82%
Virginia National Bank 47,364$1,005,5374.59%
Blue Barn Wealth, LLC 325,037$6,900,5294.53%
Sound Stewardship, LLC 312,272$6,629,5274.45%
TLWM 739,135$15,691,7944.16%
S.E.E.D. Planning Group LLC 485,047$10,297,5483.97%
KIRR MARBACH & CO LLC /IN/ 628,784$13,349,0853.79%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders