INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,467 | -46.4% | 15,989 | -46.6% | 0.11% | -39.9% |
| Q2 2023 | $633,430 | -32.1% | 29,921 | -32.3% | 0.18% | -25.9% |
| Q1 2023 | $932,251 | +100.5% | 44,224 | +99.5% | 0.25% | +97.6% |
| Q4 2022 | $465,036 | -1.5% | 22,166 | -2.1% | 0.12% | -10.7% |
| Q3 2022 | $472,000 | -8.2% | 22,634 | -7.7% | 0.14% | -2.8% |
| Q2 2022 | $514,000 | -2.7% | 24,516 | -2.0% | 0.14% | +10.8% |
| Q1 2022 | $528,000 | -10.2% | 25,013 | -8.7% | 0.13% | -5.1% |
| Q4 2021 | $588,000 | +3.3% | 27,383 | +4.3% | 0.14% | 0.0% |
| Q3 2021 | $569,000 | -19.2% | 26,251 | -19.0% | 0.14% | -18.5% |
| Q2 2021 | $704,000 | +6.5% | 32,396 | +6.7% | 0.17% | +0.6% |
| Q1 2021 | $661,000 | +66000.0% | 30,360 | +6.9% | 0.17% | +16600.0% |
| Q4 2020 | $1,000 | – | 28,392 | – | 0.00% | – |
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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% |