INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,130 | +0.7% | 9,737 | +0.3% | 0.14% | -17.8% |
| Q1 2023 | $204,619 | -6.5% | 9,707 | -6.9% | 0.17% | -3.9% |
| Q4 2022 | $218,793 | -3.6% | 10,429 | -4.3% | 0.18% | -24.9% |
| Q3 2022 | $227,000 | +4.6% | 10,893 | +5.0% | 0.24% | +42.6% |
| Q2 2022 | $217,000 | +342.9% | 10,371 | +365.5% | 0.17% | +412.1% |
| Q3 2021 | $49,000 | 0.0% | 2,228 | +0.4% | 0.03% | +10.0% |
| Q2 2021 | $49,000 | -100.0% | 2,220 | -57.2% | 0.03% | -75.4% |
| Q1 2020 | $132,544,000 | +59.0% | 5,182 | -90.7% | 0.12% | +69.4% |
| Q4 2019 | $83,387,000 | – | 55,549 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |