INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 244 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,612,353 | +1.0% | 245,530 | +1.9% | 3.13% | -0.2% |
| Q2 2023 | $4,566,202 | +7.6% | 241,024 | +8.9% | 3.13% | -7.1% |
| Q1 2023 | $4,241,974 | +9.6% | 221,397 | +8.3% | 3.37% | -9.0% |
| Q4 2022 | $3,869,218 | +775.4% | 204,450 | +761.8% | 3.71% | +834.0% |
| Q3 2022 | $442,000 | +9.1% | 23,723 | +12.7% | 0.40% | 0.0% |
| Q2 2022 | $405,000 | +27.0% | 21,043 | +31.9% | 0.40% | +47.0% |
| Q1 2022 | $319,000 | -2.4% | 15,957 | +3.2% | 0.27% | -5.3% |
| Q4 2021 | $327,000 | – | 15,467 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 481,993 | $9,121,710 | 9.82% |
| Sterling Financial Group, Inc. | 615,978 | $11,657,393 | 8.94% |
| SHUFRO ROSE & CO LLC | 3,403,754 | $64,416,041 | 5.44% |
| TLWM | 755,948 | $14,306,302 | 5.19% |
| Fusion Family Wealth LLC | 1,646,850 | $31,166,638 | 4.27% |
| Red Spruce Capital, LLC | 350,890 | $6,640,594 | 4.23% |
| GILL CAPITAL PARTNERS, LLC | 465,907 | $8,817,286 | 4.16% |
| MANCHESTER FINANCIAL INC | 739,580 | $13,996,546 | 3.79% |
| Straight Path Wealth Management | 204,450 | $3,869,218 | 3.71% |
| Goepper Burkhardt LLC | 235,715 | $4,460,906 | 3.12% |