INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 7 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,252 | -1.5% | 34,868 | 0.0% | 0.71% | -2.8% |
| Q2 2023 | $663,381 | -0.7% | 34,868 | +0.7% | 0.73% | -7.0% |
| Q1 2023 | $668,146 | +7.5% | 34,610 | +5.7% | 0.78% | +1.2% |
| Q4 2022 | $621,687 | +2725.8% | 32,729 | +3206.0% | 0.77% | +3413.6% |
| Q4 2020 | $22,000 | – | 990 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 558,019 | $10,616,597 | 7.04% |
| TLWM | 533,657 | $10,153,058 | 2.92% |
| Legacy Financial Group LLC | 595,202 | $11,324,009 | 2.92% |
| Red Spruce Capital, LLC | 276,158 | $5,254,044 | 2.83% |
| Virginia National Bank | 41,900 | $797,168 | 2.75% |
| Horizons Wealth Management | 180,732 | $3,437,406 | 2.44% |
| Goepper Burkhardt LLC | 177,600 | $3,378,929 | 2.04% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 278,213 | $5,293,133 | 1.91% |
| DENVER WEALTH MANAGEMENT, INC. | 134,453 | $2,558,028 | 1.78% |
| VISTA INVESTMENT MANAGEMENT | 180,217 | $3,428,719 | 1.74% |