INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 370 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $45,637 | -44.6% | 2,167 | -44.8% | 0.02% | -45.5% |
| Q1 2024 | $82,391 | -5.3% | 3,929 | -5.7% | 0.04% | -13.7% |
| Q4 2023 | $87,028 | +1.0% | 4,167 | 0.0% | 0.05% | -8.9% |
| Q3 2023 | $86,132 | +346.4% | 4,167 | +344.7% | 0.06% | +330.8% |
| Q1 2023 | $19,293 | +0.5% | 937 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $19,195 | +1.0% | 937 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $19,000 | -62.0% | 937 | -61.2% | 0.02% | -61.5% |
| Q2 2022 | $50,000 | -2.0% | 2,413 | 0.0% | 0.04% | +25.8% |
| Q1 2022 | $51,000 | -3.8% | 2,413 | 0.0% | 0.03% | +3.3% |
| Q4 2021 | $53,000 | 0.0% | 2,413 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $53,000 | -1.9% | 2,413 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $54,000 | +1.9% | 2,413 | 0.0% | 0.03% | -8.1% |
| Q1 2021 | $53,000 | -1.9% | 2,413 | 0.0% | 0.04% | -7.5% |
| Q4 2020 | $54,000 | – | 2,413 | – | 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% |