INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 265 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761,744 | -4.1% | 40,550 | -3.0% | 0.40% | -4.8% |
| Q2 2023 | $794,637 | -4.7% | 41,801 | -4.0% | 0.42% | -10.8% |
| Q1 2023 | $833,977 | -0.1% | 43,527 | +0.2% | 0.47% | -6.5% |
| Q4 2022 | $834,680 | +13.7% | 43,439 | +9.4% | 0.50% | +4.1% |
| Q3 2022 | $734,000 | +16.1% | 39,709 | +21.4% | 0.48% | +7.8% |
| Q2 2022 | $632,000 | +1.8% | 32,697 | +2.2% | 0.45% | +3.9% |
| Q1 2022 | $621,000 | -5.3% | 31,979 | -0.6% | 0.43% | +2.6% |
| Q4 2021 | $656,000 | – | 32,173 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 658,997 | $12,484,692 | 12.88% |
| Sterling Financial Group, Inc. | 582,755 | $11,040,301 | 7.32% |
| Engrave Wealth Partners LLC | 1,105,997 | $20,953,114 | 6.64% |
| TLWM | 1,051,935 | $19,928,883 | 5.74% |
| SHUFRO ROSE & CO LLC | 2,846,511 | $53,927,148 | 4.92% |
| BCS Wealth Management | 304,941 | $5,777 | 4.22% |
| Red Spruce Capital, LLC | 399,641 | $7,571,199 | 4.08% |
| TCWP LLC | 981,860 | $18,601,339 | 3.97% |
| Sound Stewardship, LLC | 311,425 | $5,899,946 | 3.88% |
| GILL CAPITAL PARTNERS, LLC | 481,768 | $9,127,093 | 3.84% |