INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 303 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,177 | -2.2% | 13,386 | -2.6% | 0.12% | -10.8% |
| Q4 2022 | $288,475 | -71.0% | 13,750 | -71.2% | 0.13% | -73.7% |
| Q3 2022 | $995,000 | +50.1% | 47,672 | +50.7% | 0.50% | +72.5% |
| Q2 2022 | $663,000 | -5.8% | 31,631 | -5.2% | 0.29% | +6.7% |
| Q1 2022 | $704,000 | +8.5% | 33,355 | +10.3% | 0.27% | +5.5% |
| Q4 2021 | $649,000 | +12.7% | 30,234 | +13.7% | 0.26% | +2.8% |
| Q3 2021 | $576,000 | -4.6% | 26,592 | -4.3% | 0.25% | -3.9% |
| Q2 2021 | $604,000 | +35.1% | 27,785 | +35.2% | 0.26% | +18.3% |
| Q1 2021 | $447,000 | +38.4% | 20,551 | +39.2% | 0.22% | +21.1% |
| Q4 2020 | $323,000 | – | 14,766 | – | 0.18% | – |
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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% |