INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $10,170 | +0.4% | 485 | 0.0% | 0.01% | -11.1% |
| Q4 2023 | $10,129 | +1.0% | 485 | 0.0% | 0.01% | -10.0% |
| 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 ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |