INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 303 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,154 | -33.1% | 38,396 | -33.3% | 0.31% | -29.1% |
| Q2 2023 | $1,218,635 | -87.2% | 57,564 | -87.2% | 0.44% | -87.2% |
| Q1 2023 | $9,494,319 | +14.5% | 450,395 | +14.0% | 3.43% | -25.8% |
| Q4 2022 | $8,290,831 | -21.1% | 395,178 | -21.5% | 4.63% | +23.8% |
| Q3 2022 | $10,505,000 | -8.0% | 503,367 | -7.6% | 3.74% | -14.4% |
| Q2 2022 | $11,414,000 | -1.0% | 544,797 | -0.3% | 4.37% | +29.7% |
| Q1 2022 | $11,533,000 | -2.7% | 546,580 | -1.1% | 3.37% | -15.8% |
| Q4 2021 | $11,856,000 | – | 552,491 | – | 4.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |