INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |