INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 317 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $791,599 | -32.8% | 37,287 | -33.0% | 0.51% | -37.7% |
| Q2 2023 | $1,177,785 | -49.9% | 55,635 | -50.2% | 0.82% | -49.7% |
| Q1 2023 | $2,353,057 | -19.0% | 111,625 | -19.3% | 1.63% | -24.7% |
| Q4 2022 | $2,904,000 | +11.9% | 138,406 | +11.3% | 2.17% | -11.8% |
| Q3 2022 | $2,596,000 | +6.7% | 124,396 | +7.1% | 2.46% | -3.2% |
| Q2 2022 | $2,433,000 | – | 116,139 | – | 2.54% | – |
Download | ||||||
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% |