INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,278 | -0.3% | 10,049 | +0.4% | 0.14% | -18.6% |
| Q1 2023 | $202,906 | -6.1% | 10,005 | -6.8% | 0.17% | -3.9% |
| Q4 2022 | $216,092 | +1.5% | 10,730 | +0.5% | 0.18% | -21.1% |
| Q3 2022 | $213,000 | +2.9% | 10,681 | +5.4% | 0.23% | +41.0% |
| Q2 2022 | $207,000 | +392.9% | 10,129 | +437.9% | 0.16% | +475.0% |
| Q3 2021 | $42,000 | 0.0% | 1,883 | +0.5% | 0.03% | +7.7% |
| Q2 2021 | $42,000 | -99.9% | 1,874 | -52.6% | 0.03% | -64.4% |
| Q1 2020 | $79,852,000 | +50.1% | 3,957 | -92.6% | 0.07% | +58.7% |
| Q4 2019 | $53,191,000 | – | 53,669 | – | 0.05% | – |
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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% |