INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 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 2024 | $419,100 | -58.9% | 19,900 | -59.1% | 0.43% | -25.8% |
| Q1 2024 | $1,020,756 | -32.3% | 48,677 | -32.6% | 0.58% | -40.3% |
| Q4 2023 | $1,508,856 | -1.6% | 72,246 | -2.3% | 0.98% | -11.1% |
| Q3 2023 | $1,532,930 | -4.6% | 73,983 | -5.0% | 1.10% | -2.7% |
| Q2 2023 | $1,607,403 | +5.3% | 77,878 | +5.3% | 1.13% | -3.1% |
| Q1 2023 | $1,526,525 | -17.6% | 73,960 | -17.9% | 1.16% | -18.4% |
| Q4 2022 | $1,852,228 | -7.3% | 90,089 | -8.1% | 1.43% | -18.3% |
| Q3 2022 | $1,999,000 | +2.1% | 98,034 | +4.0% | 1.75% | +9.2% |
| Q2 2022 | $1,957,000 | -3.3% | 94,281 | -2.5% | 1.60% | +0.5% |
| Q1 2022 | $2,023,000 | +1.7% | 96,699 | +3.9% | 1.59% | +6.1% |
| Q4 2021 | $1,989,000 | – | 93,082 | – | 1.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |