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 ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |