Orion Capital Management LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 256 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$158,779
+156.9%
7,479
+155.1%
0.10%
+151.2%
Q1 2023$61,807
+0.5%
2,9320.0%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%
6,8310.0%0.11%
+27.6%
Q1 2022$144,000
-2.0%
6,8310.0%0.09%
+3.6%
Q4 2021$147,000
-0.7%
6,8310.0%0.08%
-6.7%
Q3 2021$148,0000.0%6,8310.0%0.09%
-2.2%
Q2 2021$148,000
-0.7%
6,8310.0%0.09%
-11.5%
Q1 2021$149,000
+77.4%
6,831
+78.3%
0.10%
+67.7%
Q4 2020$84,0003,8310.06%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2021
NameSharesValueWeighting ↓
Oakhurst Advisors,LLC 1,461,801$30,844,00011.32%
Tatro Capital, LLC 384,831$8,120,0006.08%
IMA Wealth, Inc. 1,112,466$23,473,0005.39%
S.E.E.D. Planning Group LLC 540,074$11,396,0004.86%
Blossom Wealth Management 45,499$960,0004.33%
SENTINEL PENSION ADVISORS INC 600,931$12,680,0004.30%
Strategic Family Wealth Counselors, L.L.C. 458,080$9,665,0003.90%
Asset Dedication, LLC 1,639,329$34,575,0003.85%
Goepper Burkhardt LLC 299,271$6,315,0003.83%
Red Spruce Capital, LLC 311,866$6,580,0003.73%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders