INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,691,385 | -4.6% | 275,345 | -5.0% | 0.86% | -13.2% |
| Q2 2023 | $5,964,974 | +1.9% | 289,984 | +2.0% | 0.99% | -18.2% |
| Q1 2023 | $5,851,793 | +16.4% | 284,206 | +15.8% | 1.21% | +10.2% |
| Q4 2022 | $5,028,762 | +21.6% | 245,484 | +21.1% | 1.10% | -11.9% |
| Q3 2022 | $4,135,000 | -1.0% | 202,771 | +0.7% | 1.25% | -4.4% |
| Q2 2022 | $4,177,000 | +4.3% | 201,380 | +5.9% | 1.30% | +38.4% |
| Q1 2022 | $4,005,000 | -9.1% | 190,082 | -5.9% | 0.94% | -8.0% |
| Q4 2021 | $4,408,000 | -3.0% | 201,919 | -1.7% | 1.02% | -5.3% |
| Q3 2021 | $4,543,000 | -8.9% | 205,492 | -8.5% | 1.08% | -18.8% |
| Q2 2021 | $4,985,000 | -6.4% | 224,654 | -6.5% | 1.33% | -15.3% |
| Q1 2021 | $5,328,000 | -3.0% | 240,320 | -3.0% | 1.57% | -37.2% |
| Q4 2020 | $5,494,000 | – | 247,694 | – | 2.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 588,969 | $13,187,000 | 8.12% |
| Fusion Family Wealth LLC | 1,709,830 | $38,283,000 | 6.76% |
| S.E.E.D. Planning Group LLC | 404,453 | $9,056,000 | 5.44% |
| DWM Financial Group, Inc. | 153,929 | $3,446,000 | 4.69% |
| Vista Private Wealth Partners. LLC | 406,918 | $9,111,000 | 4.53% |
| Goepper Burkhardt LLC | 225,630 | $5,052,000 | 3.66% |
| 1834 INVESTMENT ADVISORS CO | 1,042,824 | $23,349,000 | 3.11% |
| Advisors Preferred, LLC | 745,080 | $16,682,000 | 3.10% |
| Marietta Wealth Management, LLC | 454,349 | $10,173,000 | 2.80% |
| Pacific Wealth Strategies Group, Inc. | 287,829 | $6,439,000 | 2.78% |