INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 329 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $82,566,841 | +27.6% | 3,920,553 | +27.1% | 5.49% | +21.7% |
| Q1 2024 | $64,682,469 | +4.2% | 3,084,524 | +3.8% | 4.51% | -4.8% |
| Q4 2023 | $62,083,140 | +3.5% | 2,972,619 | +2.4% | 4.74% | -8.1% |
| Q3 2023 | $59,977,719 | +10.1% | 2,901,680 | +9.6% | 5.16% | +10.2% |
| Q2 2023 | $54,483,036 | +25.7% | 2,648,665 | +25.8% | 4.68% | +17.7% |
| Q1 2023 | $43,358,837 | +31.2% | 2,105,820 | +30.6% | 3.97% | +23.2% |
| Q4 2022 | $33,036,512 | +5.4% | 1,612,709 | +4.9% | 3.22% | -2.8% |
| Q3 2022 | $31,358,000 | – | 1,537,889 | – | 3.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |