INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,109,408 | +1.1% | 247,190 | +0.6% | 3.46% | -0.2% |
| Q2 2023 | $5,055,752 | +7.0% | 245,783 | +7.1% | 3.47% | -7.7% |
| Q1 2023 | $4,725,804 | +7.8% | 229,519 | +7.3% | 3.76% | -10.5% |
| Q4 2022 | $4,383,388 | +328.1% | 213,979 | +325.9% | 4.20% | +356.5% |
| Q3 2022 | $1,024,000 | +10.0% | 50,245 | +12.0% | 0.92% | +0.9% |
| Q2 2022 | $931,000 | +11.8% | 44,870 | +13.5% | 0.91% | +29.2% |
| Q1 2022 | $833,000 | +33.1% | 39,528 | +37.8% | 0.71% | +29.3% |
| Q4 2021 | $626,000 | – | 28,694 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Vista Private Wealth Partners. LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |