INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 588,969 | $13,187,000 | 8.12% |
| Fusion Family Wealth LLC | 1,709,830 | $38,283,000 | 6.76% |
| S.E.E.D. Planning Group LLC | 404,453 | $9,056,000 | 5.44% |
| DWM Financial Group, Inc. | 153,929 | $3,446,000 | 4.69% |
| Vista Private Wealth Partners. LLC | 406,918 | $9,111,000 | 4.53% |
| Goepper Burkhardt LLC | 225,630 | $5,052,000 | 3.66% |
| 1834 INVESTMENT ADVISORS CO | 1,042,824 | $23,349,000 | 3.11% |
| Advisors Preferred, LLC | 745,080 | $16,682,000 | 3.10% |
| Marietta Wealth Management, LLC | 454,349 | $10,173,000 | 2.80% |
| Pacific Wealth Strategies Group, Inc. | 287,829 | $6,439,000 | 2.78% |