INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 313 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,032,796 | +16.2% | 239,885 | +15.6% | 1.10% | -15.8% |
| Q3 2022 | $4,332,000 | +0.3% | 207,576 | +0.7% | 1.31% | -3.1% |
| Q2 2022 | $4,318,000 | +6.3% | 206,090 | +7.0% | 1.35% | +41.0% |
| Q1 2022 | $4,062,000 | -6.4% | 192,531 | -4.8% | 0.96% | -5.2% |
| Q4 2021 | $4,338,000 | -2.5% | 202,136 | -1.5% | 1.01% | -4.7% |
| Q3 2021 | $4,448,000 | -7.9% | 205,251 | -7.7% | 1.06% | -18.0% |
| Q2 2021 | $4,831,000 | -9.1% | 222,310 | -9.0% | 1.29% | -17.7% |
| Q1 2021 | $5,316,000 | -3.5% | 244,175 | -3.4% | 1.57% | -37.4% |
| Q4 2020 | $5,506,000 | – | 252,681 | – | 2.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |