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

INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 349 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q2 2024$6,400,378
+12.1%
312,977
+12.0%
3.29%
+2.6%
Q1 2024$5,707,754
+5.8%
279,381
+6.0%
3.20%
+1.3%
Q4 2023$5,393,702
+9.3%
263,686
+7.4%
3.16%
-5.4%
Q3 2023$4,935,856
+1.6%
245,443
+1.7%
3.35%
+0.3%
Q2 2023$4,859,370
+7.1%
241,399
+7.9%
3.34%
-7.6%
Q1 2023$4,538,222
+9.2%
223,778
+8.4%
3.61%
-9.4%
Q4 2022$4,156,925
+323.3%
206,401
+319.4%
3.98%
+351.6%
Q3 2022$982,000
+6.2%
49,216
+8.8%
0.88%
-2.6%
Q2 2022$925,000
+23.5%
45,239
+26.4%
0.91%
+42.9%
Q1 2022$749,000
+19.1%
35,804
+24.8%
0.63%
+15.7%
Q4 2021$629,00028,6990.55%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2024
NameSharesValueWeighting ↓
Hudson Capital Management LLC 532,709$10,625,0005.29%
Virginia National Bank 79,145$1,579,0005.04%
Goepper Burkhardt LLC 269,338$5,372,0004.00%
TLWM 429,752$8,498,0003.74%
S.E.E.D. Planning Group LLC 385,050$7,680,0003.59%
Ironwood Financial, llc 468,265$9,340,0003.10%
True Link Financial Advisors, LLC 1,051,463$20,971,0003.04%
Aptus Capital Advisors, LLC 6,119,832$122,061,0002.94%
NORTHCAPE WEALTH MANAGEMENT, LLC 407,412$8,126,0002.89%
Horizons Wealth Management 152,891$3,049,0002.81%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders