INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 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 | $717,079 | +0.6% | 35,658 | +0.7% | 0.58% | +1.4% |
| Q2 2023 | $712,647 | -11.8% | 35,402 | -11.2% | 0.57% | -14.9% |
| Q1 2023 | $808,184 | +12.7% | 39,851 | +12.0% | 0.67% | +3.6% |
| Q4 2022 | $717,000 | +2.1% | 35,592 | +1.1% | 0.65% | -6.4% |
| Q3 2022 | $702,000 | -3.4% | 35,213 | -1.0% | 0.69% | +1.2% |
| Q2 2022 | $727,000 | -8.8% | 35,556 | -6.7% | 0.68% | -3.5% |
| Q1 2022 | $797,000 | -2.9% | 38,093 | +1.6% | 0.71% | +6.6% |
| Q4 2021 | $821,000 | +0.2% | 37,493 | +1.6% | 0.66% | -6.8% |
| Q3 2021 | $819,000 | +17.5% | 36,896 | +18.1% | 0.71% | +13.0% |
| Q2 2021 | $697,000 | +1.8% | 31,247 | +1.0% | 0.63% | -4.8% |
| Q1 2021 | $685,000 | – | 30,930 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |