INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,439,334 | -7.3% | 114,900 | -7.6% | 2.64% | -8.4% |
| Q2 2023 | $2,631,762 | -1.4% | 124,316 | -1.8% | 2.88% | -7.6% |
| Q1 2023 | $2,668,054 | -5.0% | 126,568 | -5.4% | 3.12% | -10.6% |
| Q4 2022 | $2,808,160 | +1.3% | 133,849 | +0.7% | 3.49% | +7.2% |
| Q3 2022 | $2,773,000 | +4.9% | 132,884 | +5.3% | 3.26% | +0.2% |
| Q2 2022 | $2,644,000 | +0.4% | 126,224 | +1.1% | 3.25% | +8.6% |
| Q1 2022 | $2,634,000 | +20.5% | 124,840 | +25.0% | 2.99% | +39.8% |
| Q4 2020 | $2,186,000 | – | 99,886 | – | 2.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |