INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 310 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,224,990 | -1.7% | 116,036 | -1.6% | 0.11% | -5.8% |
| Q1 2024 | $2,264,590 | +8.1% | 117,886 | +8.6% | 0.12% | +0.8% |
| Q4 2023 | $2,094,783 | +22.4% | 108,538 | +19.1% | 0.12% | +10.1% |
| Q3 2023 | $1,711,322 | +135611.5% | 91,099 | +36.8% | 0.11% | +45.3% |
| Q2 2023 | $1,261 | +4.9% | 66,569 | +6.1% | 0.08% | +1.4% |
| Q1 2023 | $1,202 | +22.4% | 62,758 | +21.0% | 0.07% | +21.3% |
| Q4 2022 | $982 | -99.8% | 51,878 | +69.3% | 0.06% | +60.5% |
| Q3 2022 | $571,000 | +136.9% | 30,634 | +144.7% | 0.04% | +153.3% |
| Q2 2022 | $241,000 | +2.6% | 12,521 | +6.6% | 0.02% | +25.0% |
| Q1 2022 | $235,000 | -4.1% | 11,744 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $245,000 | – | 11,563 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 658,997 | $12,484,692 | 12.88% |
| Sterling Financial Group, Inc. | 582,755 | $11,040,301 | 7.32% |
| Engrave Wealth Partners LLC | 1,105,997 | $20,953,114 | 6.64% |
| TLWM | 1,051,935 | $19,928,883 | 5.74% |
| SHUFRO ROSE & CO LLC | 2,846,511 | $53,927,148 | 4.92% |
| BCS Wealth Management | 304,941 | $5,777 | 4.22% |
| Red Spruce Capital, LLC | 399,641 | $7,571,199 | 4.08% |
| TCWP LLC | 981,860 | $18,601,339 | 3.97% |
| Sound Stewardship, LLC | 311,425 | $5,899,946 | 3.88% |
| GILL CAPITAL PARTNERS, LLC | 481,768 | $9,127,093 | 3.84% |