INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,516,000 | +4.8% | 120,095 | +5.5% | 0.72% | +4.2% |
| Q1 2022 | $2,401,000 | +3.8% | 113,783 | +5.5% | 0.69% | +4.5% |
| Q4 2021 | $2,314,000 | +3.7% | 107,819 | +4.7% | 0.66% | -7.6% |
| Q3 2021 | $2,231,000 | +4.7% | 102,948 | +5.0% | 0.72% | +0.1% |
| Q2 2021 | $2,130,000 | +3.4% | 98,034 | +3.6% | 0.72% | -10.9% |
| Q1 2021 | $2,059,000 | +2.4% | 94,583 | +3.0% | 0.81% | -8.0% |
| Q4 2020 | $2,011,000 | +2.3% | 91,813 | +2.1% | 0.88% | -5.7% |
| Q3 2020 | $1,965,000 | +14.1% | 89,909 | +13.6% | 0.93% | -5.7% |
| Q2 2020 | $1,722,000 | – | 79,152 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |