INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 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 ↓ |
|---|---|---|---|
| Tatro Capital, LLC | 275,873 | $6,042,000 | 5.63% |
| S.E.E.D. Planning Group LLC | 409,945 | $8,978,000 | 5.39% |
| DWM Financial Group, Inc. | 156,246 | $3,422,000 | 4.66% |
| Eagle Capital Management, LLC | 519,613 | $11,380,000 | 4.09% |
| Legacy Financial Group LLC | 459,423 | $10,061,000 | 3.87% |
| Goepper Burkhardt LLC | 242,543 | $5,312,000 | 3.85% |
| Red Spruce Capital, LLC | 228,596 | $5,006,000 | 3.48% |
| SENTINEL PENSION ADVISORS INC | 417,622 | $9,146,000 | 3.34% |
| BCS Wealth Management | 259,041 | $5,673,000 | 2.95% |
| Marietta Wealth Management, LLC | 474,260 | $10,386,000 | 2.86% |