INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |