INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,795,676 | +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 | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |