INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 302 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,491,633 | -9.9% | 70,096 | -10.2% | 1.07% | -8.1% |
| Q2 2023 | $1,655,081 | +5.3% | 78,033 | +4.7% | 1.16% | -3.1% |
| Q1 2023 | $1,572,126 | -24.2% | 74,508 | -24.4% | 1.20% | -24.9% |
| Q4 2022 | $2,073,451 | -3.0% | 98,501 | -3.8% | 1.60% | -14.5% |
| Q3 2022 | $2,137,000 | -7.1% | 102,394 | -6.8% | 1.87% | -0.7% |
| Q2 2022 | $2,301,000 | +1.9% | 109,832 | +2.3% | 1.88% | +5.9% |
| Q1 2022 | $2,257,000 | -3.5% | 107,391 | -2.4% | 1.78% | +0.7% |
| Q4 2021 | $2,338,000 | – | 110,029 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |