INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,866 | -5.7% | 9,911 | -5.7% | 0.06% | +3.5% |
| Q1 2023 | $216,295 | -11.9% | 10,505 | -12.3% | 0.06% | -13.6% |
| Q4 2022 | $245,510 | -3.3% | 11,985 | -3.7% | 0.07% | -12.0% |
| Q3 2022 | $254,000 | -13.9% | 12,442 | -12.5% | 0.08% | -8.5% |
| Q2 2022 | $295,000 | -4.2% | 14,224 | -2.6% | 0.08% | +7.9% |
| Q1 2022 | $308,000 | -9.1% | 14,611 | -6.0% | 0.08% | -3.8% |
| Q4 2021 | $339,000 | +4.6% | 15,539 | +5.9% | 0.08% | +1.3% |
| Q3 2021 | $324,000 | +10.2% | 14,669 | +10.7% | 0.08% | +11.4% |
| Q2 2021 | $294,000 | +6.5% | 13,256 | +6.4% | 0.07% | 0.0% |
| Q1 2021 | $276,000 | – | 12,459 | +22.5% | 0.07% | – |
| Q4 2020 | $0 | – | 10,168 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |