Heron Bay Capital Management - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Heron Bay Capital Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$614,209
-6.1%
29,715
-6.6%
0.16%
-8.8%
Q2 2023$654,332
-1.5%
31,810
-1.4%
0.18%
-29.8%
Q1 2023$664,069
+184.2%
32,252
+182.8%
0.26%
+77.9%
Q4 2022$233,633
+0.3%
11,4050.0%0.14%
-8.8%
Q3 2022$233,000
-1.7%
11,4050.0%0.16%
+10.4%
Q2 2022$237,000
-6.0%
11,405
-4.5%
0.14%
+16.1%
Q1 2022$252,000
-21.7%
11,947
-19.1%
0.12%
-22.0%
Q4 2021$322,000
-1.5%
14,760
-0.3%
0.16%
-5.9%
Q3 2021$327,000
-0.6%
14,8050.0%0.17%
-7.1%
Q2 2021$329,000
+53.0%
14,805
+52.7%
0.18%
+42.2%
Q1 2021$215,0009,6940.13%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 505,736$11,146,0008.30%
Fusion Family Wealth LLC 1,574,171$34,695,0008.18%
Private Vista, LLC 688,085$15,170,0007.34%
DWM Financial Group, Inc. 150,887$3,326,0004.96%
S.E.E.D. Planning Group LLC 287,016$6,326,0004.94%
Denver PWM, LLC 356,234$7,852,0004.80%
Barnett & Company, Inc. 206,089$4,542,0003.69%
Red Spruce Capital, LLC 167,965$3,702,0003.14%
Marietta Wealth Management, LLC 395,969$8,727,0002.98%
1834 INVESTMENT ADVISORS CO 840,128$18,516,0002.93%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders