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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |