INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 329 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,757,581 | -1.6% | 130,939 | -2.0% | 2.50% | -4.3% |
| Q1 2024 | $2,801,432 | -3.3% | 133,592 | -3.6% | 2.61% | -8.9% |
| Q4 2023 | $2,895,583 | +33.6% | 138,644 | +32.3% | 2.87% | +22.2% |
| Q3 2023 | $2,166,752 | +3.7% | 104,826 | +3.2% | 2.35% | +2.5% |
| Q2 2023 | $2,089,973 | +1.1% | 101,603 | +1.2% | 2.29% | -5.4% |
| Q1 2023 | $2,067,746 | -13.5% | 100,425 | -13.9% | 2.42% | -18.6% |
| Q4 2022 | $2,390,085 | +4.6% | 116,674 | +4.1% | 2.97% | +10.7% |
| Q3 2022 | $2,286,000 | +2.5% | 112,131 | +4.3% | 2.68% | -2.1% |
| Q2 2022 | $2,230,000 | +3.3% | 107,545 | +4.9% | 2.74% | +11.7% |
| Q1 2022 | $2,159,000 | +15.3% | 102,481 | +22.4% | 2.45% | +33.7% |
| Q4 2020 | $1,873,000 | – | 83,718 | – | 1.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |