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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,795,676 | +2.6% | 84,582 | +2.3% | 0.30% | +1.7% |
| Q2 2023 | $1,750,844 | +2.7% | 82,704 | +2.3% | 0.30% | +0.3% |
| Q1 2023 | $1,704,719 | +1.2% | 80,869 | +0.7% | 0.30% | -7.7% |
| Q4 2022 | $1,684,295 | -0.2% | 80,281 | -0.7% | 0.32% | +2.9% |
| Q3 2022 | $1,688,000 | -0.8% | 80,878 | -0.4% | 0.32% | +1.3% |
| Q2 2022 | $1,701,000 | +10.7% | 81,173 | +11.4% | 0.31% | -53.1% |
| Q1 2022 | $1,537,000 | -1.0% | 72,846 | +0.7% | 0.66% | -0.6% |
| Q4 2021 | $1,552,000 | – | 72,335 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |