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 | $2,023,514 | +2.9% | 105,514 | +3.1% | 1.13% | +2.7% |
| Q1 2024 | $1,966,163 | +8.5% | 102,351 | +9.0% | 1.10% | +1.9% |
| Q4 2023 | $1,812,842 | +51.6% | 93,930 | +47.6% | 1.08% | +37.2% |
| Q3 2023 | $1,195,480 | +2.9% | 63,639 | +3.8% | 0.78% | +4.1% |
| Q2 2023 | $1,161,234 | +11.5% | 61,295 | +12.7% | 0.75% | +16.7% |
| Q1 2023 | $1,041,825 | +8.5% | 54,375 | +7.1% | 0.65% | +2.2% |
| Q4 2022 | $960,501 | +55.2% | 50,753 | +52.9% | 0.63% | +43.3% |
| Q3 2022 | $619,000 | +25.1% | 33,184 | +29.2% | 0.44% | +16.4% |
| Q2 2022 | $495,000 | – | 25,685 | – | 0.38% | – |
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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% |