INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 313 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |