INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,832,304 | +5.9% | 88,646 | +5.4% | 1.20% | +7.0% |
| Q2 2023 | $1,729,422 | +9.9% | 84,075 | +10.0% | 1.12% | +15.3% |
| Q1 2023 | $1,573,421 | -0.9% | 76,417 | -1.4% | 0.98% | -6.7% |
| Q4 2022 | $1,587,692 | -6.9% | 77,505 | -7.3% | 1.04% | -13.8% |
| Q3 2022 | $1,705,000 | +12.8% | 83,640 | +14.8% | 1.21% | +4.7% |
| Q2 2022 | $1,512,000 | +35.2% | 72,886 | +37.3% | 1.16% | +49.7% |
| Q1 2022 | $1,118,000 | +2.6% | 53,073 | +6.3% | 0.77% | +5.0% |
| Q4 2021 | $1,090,000 | +75.5% | 49,915 | +77.8% | 0.74% | +35.2% |
| Q3 2021 | $621,000 | +4.0% | 28,078 | +4.4% | 0.54% | -11.1% |
| Q2 2021 | $597,000 | – | 26,906 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 588,969 | $13,187,000 | 8.12% |
| Fusion Family Wealth LLC | 1,709,830 | $38,283,000 | 6.76% |
| S.E.E.D. Planning Group LLC | 404,453 | $9,056,000 | 5.44% |
| DWM Financial Group, Inc. | 153,929 | $3,446,000 | 4.69% |
| Vista Private Wealth Partners. LLC | 406,918 | $9,111,000 | 4.53% |
| Goepper Burkhardt LLC | 225,630 | $5,052,000 | 3.66% |
| 1834 INVESTMENT ADVISORS CO | 1,042,824 | $23,349,000 | 3.11% |
| Advisors Preferred, LLC | 745,080 | $16,682,000 | 3.10% |
| Marietta Wealth Management, LLC | 454,349 | $10,173,000 | 2.80% |
| Pacific Wealth Strategies Group, Inc. | 287,829 | $6,439,000 | 2.78% |