INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,934 | +0.3% | 41,212 | 0.0% | 0.20% | -1.5% |
| Q2 2023 | $872,461 | +0.4% | 41,212 | 0.0% | 0.20% | -7.7% |
| Q1 2023 | $868,752 | +36.1% | 41,212 | +35.4% | 0.22% | +20.8% |
| Q4 2022 | $638,340 | +171.6% | 30,426 | +171.3% | 0.18% | +137.7% |
| Q2 2022 | $235,000 | -0.8% | 11,215 | +0.0% | 0.08% | +13.2% |
| Q1 2022 | $237,000 | -8.1% | 11,214 | -6.7% | 0.07% | -8.1% |
| Q4 2021 | $258,000 | – | 12,021 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |