INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 262 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $301,641 | -27.7% | 14,378 | -28.0% | 0.26% | -30.3% |
| Q3 2022 | $417,000 | -0.2% | 19,964 | +0.0% | 0.38% | +8.0% |
| Q2 2022 | $418,000 | -1.4% | 19,958 | -0.7% | 0.35% | +15.4% |
| Q1 2022 | $424,000 | -6.6% | 20,102 | -4.9% | 0.30% | -5.0% |
| Q4 2021 | $454,000 | -2.4% | 21,146 | -1.5% | 0.32% | -13.0% |
| Q3 2021 | $465,000 | +34.0% | 21,465 | +34.5% | 0.37% | +35.2% |
| Q2 2021 | $347,000 | 0.0% | 15,958 | +0.0% | 0.27% | -7.5% |
| Q1 2021 | $347,000 | – | 15,951 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 4,472,840 | $94,958,409 | 33.22% |
| Waycross Investment Management Co | 725,081 | $15,393,462 | 17.71% |
| Kaye Capital Management | 512,124 | $10,872,382 | 4.98% |
| Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10,037,114 | 4.82% |
| Virginia National Bank | 47,364 | $1,005,537 | 4.59% |
| Blue Barn Wealth, LLC | 325,037 | $6,900,529 | 4.53% |
| Sound Stewardship, LLC | 312,272 | $6,629,527 | 4.45% |
| TLWM | 739,135 | $15,691,794 | 4.16% |
| S.E.E.D. Planning Group LLC | 485,047 | $10,297,548 | 3.97% |
| KIRR MARBACH & CO LLC /IN/ | 628,784 | $13,349,085 | 3.79% |