INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 257 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,779 | +156.9% | 7,479 | +155.1% | 0.10% | +151.2% |
| Q1 2023 | $61,807 | +0.5% | 2,932 | 0.0% | 0.04% | -8.9% |
| Q4 2022 | $61,513 | +25.5% | 2,932 | +25.2% | 0.04% | +15.4% |
| Q3 2022 | $49,000 | -65.7% | 2,342 | -65.7% | 0.04% | -64.9% |
| Q2 2022 | $143,000 | -0.7% | 6,831 | 0.0% | 0.11% | +27.6% |
| Q1 2022 | $144,000 | -2.0% | 6,831 | 0.0% | 0.09% | +3.6% |
| Q4 2021 | $147,000 | -0.7% | 6,831 | 0.0% | 0.08% | -6.7% |
| Q3 2021 | $148,000 | 0.0% | 6,831 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $148,000 | -0.7% | 6,831 | 0.0% | 0.09% | -11.5% |
| Q1 2021 | $149,000 | +77.4% | 6,831 | +78.3% | 0.10% | +67.7% |
| Q4 2020 | $84,000 | – | 3,831 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |