INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,709,494 | -78.5% | 80,751 | -78.6% | 0.36% | -75.8% |
| Q1 2023 | $7,956,705 | -28.1% | 377,453 | -28.4% | 1.51% | -32.8% |
| Q4 2022 | $11,065,468 | +58.4% | 527,429 | +57.5% | 2.25% | +51.6% |
| Q3 2022 | $6,987,000 | +1361.7% | 334,833 | +1365.5% | 1.48% | +1352.9% |
| Q2 2022 | $478,000 | +52.2% | 22,848 | +53.1% | 0.10% | +78.9% |
| Q1 2022 | $314,000 | -47.1% | 14,923 | -46.1% | 0.06% | -51.7% |
| Q4 2021 | $594,000 | – | 27,702 | – | 0.12% | – |
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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% |