INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |