INVESCO EXCH TRD SLF IDX FD's ticker is BSCS and the CUSIP is 46138J643. A total of 139 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,036,036 | -1.6% | 53,500 | +0.4% | 0.70% | -2.9% |
| Q2 2023 | $1,052,655 | +12.0% | 53,312 | +13.8% | 0.72% | -3.3% |
| Q1 2023 | $939,950 | +36.5% | 46,835 | +33.4% | 0.75% | +13.3% |
| Q4 2022 | $688,702 | +46.2% | 35,111 | +42.7% | 0.66% | +56.0% |
| Q3 2022 | $471,000 | +1.3% | 24,607 | +5.6% | 0.42% | -7.2% |
| Q2 2022 | $465,000 | +26.0% | 23,297 | +33.2% | 0.46% | +45.7% |
| Q1 2022 | $369,000 | +6.0% | 17,493 | +14.1% | 0.31% | +3.3% |
| Q4 2021 | $348,000 | – | 15,327 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 1,024,785 | $19,844,977 | 5.26% |
| VISTA INVESTMENT MANAGEMENT | 289,767 | $5,611,338 | 2.95% |
| Horizons Wealth Management | 170,073 | $3,293,454 | 2.40% |
| TruWealth Advisors, LLC | 1,426,399 | $27,622,217 | 2.38% |
| Ironwood Financial, llc | 425,709 | $8,243,845 | 2.22% |
| Goepper Burkhardt LLC | 186,050 | $3,602,858 | 2.20% |
| Altus Wealth Group LLC | 170,439 | $3,300,543 | 2.09% |
| Camelot Portfolios, LLC | 102,480 | $1,984,530 | 1.90% |
| Red Spruce Capital, LLC | 131,768 | $2,551,688 | 1.45% |
| ROVIN CAPITAL /UT/ /ADV | 153,069 | $2,964 | 1.37% |