American Institute for Advanced Investment Management, LLP - INVESCO EXCH TRD SLF IDX FD ownership

Back to all holdings Add to watchlist

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 317 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%.

Links
Filings
External links
Quarter-by-quarter ownership
American Institute for Advanced Investment Management, LLP ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,829,605
-18.3%
86,180
-18.5%
1.70%
-13.4%
Q2 2023$2,239,157
-1.0%
105,770
-2.9%
1.96%
-18.8%
Q1 2023$2,261,287
-3.8%
108,970
-2.7%
2.41%
+12.3%
Q4 2022$2,349,655
+7.7%
111,995
+7.2%
2.15%
+5.4%
Q3 2022$2,181,000
-6.0%
104,520
-5.6%
2.04%
+0.2%
Q2 2022$2,320,000
-9.9%
110,720
-9.3%
2.03%
+8.8%
Q1 2022$2,575,000
+17.4%
122,020
+19.4%
1.87%
+26.5%
Q4 2021$2,193,000
+8.2%
102,190
+9.3%
1.48%
+2.9%
Q3 2021$2,026,000
+3.3%
93,475
+3.5%
1.44%
+3.8%
Q2 2021$1,962,000
+12.2%
90,300
+12.4%
1.38%
+3.6%
Q1 2021$1,749,000
+18.1%
80,350
+18.8%
1.34%
+12.2%
Q4 2020$1,481,000
+10.9%
67,625
+10.3%
1.19%
-0.8%
Q3 2020$1,336,000
+34.4%
61,325
+34.3%
1.20%
+27.9%
Q2 2020$994,000
+1.1%
45,675
-3.7%
0.94%
-12.0%
Q1 2020$983,000
+73.4%
47,425
+78.1%
1.07%
+94.9%
Q4 2019$567,000–26,625–0.55%–
 Download
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2023
NameSharesValueWeighting ↓
Oakhurst Advisors,LLC 1,461,801$30,844,00011.32%
Tatro Capital, LLC 384,831$8,120,0006.08%
IMA Wealth, Inc. 1,112,466$23,473,0005.39%
S.E.E.D. Planning Group LLC 540,074$11,396,0004.86%
Blossom Wealth Management 45,499$960,0004.33%
SENTINEL PENSION ADVISORS INC 600,931$12,680,0004.30%
Strategic Family Wealth Counselors, L.L.C. 458,080$9,665,0003.90%
Asset Dedication, LLC 1,639,329$34,575,0003.85%
Goepper Burkhardt LLC 299,271$6,315,0003.83%
Red Spruce Capital, LLC 311,866$6,580,0003.73%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders