INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 249 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |