INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,974 | -0.1% | 37,209 | +0.7% | 0.56% | +0.5% |
| Q2 2023 | $699,979 | -12.5% | 36,947 | -11.5% | 0.56% | -15.6% |
| Q1 2023 | $799,846 | +12.8% | 41,746 | +11.5% | 0.66% | +3.6% |
| Q4 2022 | $709,000 | +2.0% | 37,452 | +0.4% | 0.64% | -6.6% |
| Q3 2022 | $695,000 | -4.5% | 37,303 | -1.2% | 0.68% | +0.1% |
| Q2 2022 | $728,000 | -7.6% | 37,771 | -4.3% | 0.68% | -2.3% |
| Q1 2022 | $788,000 | -4.1% | 39,453 | +1.6% | 0.70% | +5.3% |
| Q4 2021 | $822,000 | +0.4% | 38,827 | +1.7% | 0.66% | -6.6% |
| Q3 2021 | $819,000 | +17.3% | 38,196 | +17.8% | 0.71% | +13.0% |
| Q2 2021 | $698,000 | +2.0% | 32,422 | +1.1% | 0.63% | -4.7% |
| Q1 2021 | $684,000 | – | 32,077 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 658,997 | $12,484,692 | 12.88% |
| Sterling Financial Group, Inc. | 582,755 | $11,040,301 | 7.32% |
| Engrave Wealth Partners LLC | 1,105,997 | $20,953,114 | 6.64% |
| TLWM | 1,051,935 | $19,928,883 | 5.74% |
| SHUFRO ROSE & CO LLC | 2,846,511 | $53,927,148 | 4.92% |
| BCS Wealth Management | 304,941 | $5,777 | 4.22% |
| Red Spruce Capital, LLC | 399,641 | $7,571,199 | 4.08% |
| TCWP LLC | 981,860 | $18,601,339 | 3.97% |
| Sound Stewardship, LLC | 311,425 | $5,899,946 | 3.88% |
| GILL CAPITAL PARTNERS, LLC | 481,768 | $9,127,093 | 3.84% |