INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 244 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,190 | +0.1% | 10,231 | +0.9% | 0.06% | +1.6% |
| Q2 2023 | $192,037 | -5.6% | 10,137 | -4.6% | 0.06% | -13.9% |
| Q1 2023 | $203,505 | +2.1% | 10,621 | +0.8% | 0.07% | -34.5% |
| Q4 2022 | $199,371 | -1.8% | 10,535 | -3.2% | 0.11% | +0.9% |
| Q3 2022 | $203,000 | -15.4% | 10,881 | -12.5% | 0.11% | -16.2% |
| Q2 2022 | $240,000 | +16.5% | 12,442 | +20.5% | 0.13% | +42.9% |
| Q1 2022 | $206,000 | -5.5% | 10,327 | +0.5% | 0.09% | -2.2% |
| Q4 2021 | $218,000 | -13.1% | 10,279 | -12.3% | 0.09% | -19.8% |
| Q3 2021 | $251,000 | +14.6% | 11,726 | +15.1% | 0.12% | +11.5% |
| Q2 2021 | $219,000 | -12.7% | 10,188 | -13.6% | 0.10% | -31.1% |
| Q1 2021 | $251,000 | -2.3% | 11,791 | +0.5% | 0.15% | -10.7% |
| Q4 2020 | $257,000 | – | 11,730 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |