INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |