INVESCO EXCH TRD SLF IDX FD's ticker is BSCS and the CUSIP is 46138J643. A total of 213 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,904,236 | +15.1% | 95,450 | +15.8% | 0.98% | +5.3% |
| Q1 2024 | $1,653,930 | +36.4% | 82,408 | +37.9% | 0.93% | +30.7% |
| Q4 2023 | $1,212,313 | +17.0% | 59,779 | +11.7% | 0.71% | +1.3% |
| 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 ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 619,177 | $12,352,585 | 5.61% |
| TLWM | 1,184,382 | $23,628,438 | 5.08% |
| Tradewinds Capital Management, LLC | 831,828 | $16,594,969 | 4.90% |
| IMA Advisory Services, Inc. | 546,868 | $10,910,017 | 4.82% |
| TruWealth Advisors, LLC | 2,713,982 | $54,143,932 | 3.60% |
| Hills Bank & Trust Co | 2,162,045 | $43,132,797 | 3.49% |
| GPM Growth Investors, Inc. | 395,515 | $7,890,524 | 3.35% |
| VISTA INVESTMENT MANAGEMENT | 405,022 | $8,080,198 | 3.27% |
| Goepper Burkhardt LLC | 307,175 | $6,128,141 | 2.78% |
| Legacy Financial Group LLC | 697,875 | $13,922,603 | 2.74% |