INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267,716 | -3.2% | 12,646 | -3.6% | 0.11% | -21.9% |
| Q1 2023 | $276,570 | +0.5% | 13,120 | 0.0% | 0.15% | +15.0% |
| Q4 2022 | $275,258 | +0.5% | 13,120 | 0.0% | 0.13% | -39.2% |
| Q3 2022 | $274,000 | -6.5% | 13,120 | -6.2% | 0.21% | +53.7% |
| Q2 2022 | $293,000 | -12.0% | 13,982 | -11.5% | 0.14% | +17.2% |
| Q1 2022 | $333,000 | -1.8% | 15,790 | 0.0% | 0.12% | -8.7% |
| Q4 2021 | $339,000 | -0.9% | 15,790 | 0.0% | 0.13% | -18.1% |
| Q3 2021 | $342,000 | – | 15,790 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |