INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 206 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,859 | +56723.3% | 22,718 | -43.1% | 0.03% | -39.6% |
| Q2 2023 | $804 | -11.9% | 39,953 | -11.2% | 0.05% | -14.3% |
| Q1 2023 | $913 | -13.8% | 45,014 | -14.4% | 0.06% | -13.8% |
| Q4 2022 | $1,059 | -99.9% | 52,569 | -21.7% | 0.06% | -26.1% |
| Q3 2022 | $1,340,000 | -19.7% | 67,164 | -17.8% | 0.09% | -14.6% |
| Q2 2022 | $1,669,000 | -6.6% | 81,675 | -4.4% | 0.10% | +8.4% |
| Q1 2022 | $1,787,000 | -7.3% | 85,452 | -2.9% | 0.10% | 0.0% |
| Q4 2021 | $1,928,000 | +68.1% | 88,041 | +70.0% | 0.10% | +37.7% |
| Q1 2021 | $1,147,000 | – | 51,787 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |