Straight Path Wealth Management - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 180 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$1,050,057
+0.0%
56,048
+1.6%
0.71%
-1.1%
Q2 2023$1,049,565
+7.8%
55,166
+9.4%
0.72%
-7.0%
Q1 2023$973,725
+33.4%
50,439
+31.3%
0.77%
+10.7%
Q4 2022$729,769
+50.2%
38,419
+47.0%
0.70%
+60.3%
Q3 2022$486,000
+5.4%
26,127
+9.8%
0.44%
-3.5%
Q2 2022$461,000
+30.2%
23,787
+35.6%
0.45%
+50.7%
Q1 2022$354,000
-3.5%
17,540
+2.9%
0.30%
-6.2%
Q4 2021$367,00017,0500.32%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2023
NameSharesValueWeighting ↓
Sterling Financial Group, Inc. 658,487$12,336,7647.75%
MANCHESTER FINANCIAL INC 1,175,625$22,025,3376.47%
GPM Growth Investors, Inc. 336,170$6,298,1463.29%
IMA Wealth, Inc. 645,182$12,087,4863.12%
TLWM 621,641$11,646,4093.09%
Red Spruce Capital, LLC 273,236$5,119,0772.91%
Legacy Financial Group LLC 645,816$12,099,372,0002.85%
Virginia National Bank 31,810$595,9602.72%
Horizons Wealth Management 190,820$3,575,0142.61%
Goepper Burkhardt LLC 218,735$4,098,0002.50%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders