INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |