INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,456,180 | +3.6% | 1,231,552 | +3.1% | 3.05% | +2.8% |
| Q2 2023 | $24,578,003 | +3.3% | 1,194,847 | +3.4% | 2.97% | -0.3% |
| Q1 2023 | $23,797,551 | +8.2% | 1,155,782 | +7.7% | 2.98% | -0.1% |
| Q4 2022 | $21,993,705 | +4.2% | 1,073,644 | +3.7% | 2.98% | -2.5% |
| Q3 2022 | $21,102,000 | +10.4% | 1,034,914 | +12.3% | 3.06% | +5.8% |
| Q2 2022 | $19,120,000 | +18645.1% | 921,880 | +19640.5% | 2.89% | +20542.9% |
| Q4 2021 | $102,000 | -1.0% | 4,670 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $103,000 | -38.3% | 4,670 | -38.0% | 0.01% | -41.7% |
| Q2 2021 | $167,000 | -27.1% | 7,537 | -27.1% | 0.02% | -27.3% |
| Q1 2021 | $229,000 | -1.3% | 10,342 | 0.0% | 0.03% | -8.3% |
| Q4 2020 | $232,000 | – | 10,342 | – | 0.04% | – |
Download | ||||||
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% |