NORTHCAPE WEALTH MANAGEMENT, LLC - 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 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$8,123,435
-3.8%
403,950
-3.7%
3.11%
+2.1%
Q2 2023$8,440,422
-4.2%
419,296
-3.5%
3.05%
-4.4%
Q1 2023$8,810,322
+24.5%
434,434
+23.7%
3.19%
-19.3%
Q4 2022$7,074,548
-12.9%
351,269
-13.8%
3.95%
+36.5%
Q3 2022$8,126,000
+5.8%
407,412
+8.4%
2.89%
-1.6%
Q2 2022$7,681,000
+0.3%
375,795
+2.6%
2.94%
+31.4%
Q1 2022$7,660,000
-5.4%
366,318
-0.9%
2.24%
-18.1%
Q4 2021$8,093,000369,5642.73%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q1 2022
NameSharesValueWeighting ↓
S.E.E.D. Planning Group LLC 572,436$12,705,0005.99%
Goepper Burkhardt LLC 221,850$4,924,0003.14%
Red Spruce Capital, LLC 203,560$4,518,0002.64%
Marietta Wealth Management, LLC 527,364$11,705,0002.56%
Ironwood Financial, llc 386,359$8,575,0002.51%
Asset Dedication, LLC 788,643$17,499,0002.31%
TLWM 270,626$6,004,0002.28%
Camelot Portfolios, LLC 200,097$4,441,0002.28%
Addison Advisors LLC 105,405$2,339,0001.88%
Motley Fool Wealth Management, LLC 1,669,528$37,055,0001.61%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders