Newport Capital Group, LLC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 161 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Newport Capital Group, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2023$376,532
-0.0%
18,7050.0%0.19%
-49.7%
Q4 2022$376,719
-50.1%
18,705
-50.0%
0.38%
-3.8%
Q3 2022$755,000
+97.6%
37,410
+100.0%
0.39%
-1.0%
Q2 2022$382,000
+40.4%
18,705
+43.9%
0.40%
+93.6%
Q1 2022$272,000
-4.6%
13,0010.0%0.20%
-3.3%
Q4 2021$285,000
-1.4%
13,0010.0%0.21%
-5.4%
Q3 2021$289,000
-0.3%
13,0010.0%0.22%
-3.0%
Q2 2021$290,000
+0.7%
13,0010.0%0.23%
-4.2%
Q1 2021$288,000
-2.0%
13,0010.0%0.24%
-5.1%
Q4 2020$294,00013,0010.25%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2020
NameSharesValueWeighting ↓
S.E.E.D. Planning Group LLC 586,179$12,837,0005.57%
Goepper Burkhardt LLC 239,788$5,251,0003.12%
Asset Dedication, LLC 1,036,110$22,694,0002.73%
NORTHCAPE WEALTH MANAGEMENT, LLC 369,564$8,093,0002.73%
Ironwood Financial, llc 409,310$8,964,0002.46%
Red Spruce Capital, LLC 204,209$4,472,0002.45%
TLWM 329,267$7,211,0002.42%
Marietta Wealth Management, LLC 483,580$10,590,0002.13%
Motley Fool Wealth Management, LLC 1,664,701$36,457,0001.59%
Addison Advisors LLC 108,419$2,374,0001.47%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders