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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,025 | +0.5% | 485 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,976 | -50.7% | 485 | -50.6% | 0.01% | -54.5% |
| Q1 2023 | $20,219 | +0.5% | 982 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $20,116 | +0.6% | 982 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $20,000 | -93.5% | 982 | -93.4% | 0.02% | -93.0% |
| Q2 2022 | $310,000 | -1.6% | 14,942 | 0.0% | 0.34% | +26.2% |
| Q1 2022 | $315,000 | +884.4% | 14,942 | +929.1% | 0.27% | +942.3% |
| Q4 2021 | $32,000 | 0.0% | 1,452 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $32,000 | 0.0% | 1,452 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $32,000 | -17.9% | 1,452 | -17.9% | 0.03% | -22.2% |
| Q1 2021 | $39,000 | – | 1,768 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Denver PWM, LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |