INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 334 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,562 | -5.7% | 28,571 | -5.8% | 0.32% | -6.2% |
| Q2 2023 | $643,539 | -1.6% | 30,327 | -2.3% | 0.34% | -8.1% |
| Q1 2023 | $654,133 | -3.3% | 31,031 | -3.6% | 0.37% | -9.5% |
| Q4 2022 | $676,403 | -3.4% | 32,179 | -4.1% | 0.41% | -11.5% |
| Q3 2022 | $700,000 | +19.5% | 33,557 | +19.9% | 0.46% | +10.8% |
| Q2 2022 | $586,000 | -5.2% | 27,977 | -5.0% | 0.42% | -3.0% |
| Q1 2022 | $618,000 | -3.3% | 29,451 | -2.3% | 0.43% | +4.9% |
| Q4 2021 | $639,000 | – | 30,150 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 4,472,840 | $94,958,409 | 33.22% |
| Waycross Investment Management Co | 725,081 | $15,393,462 | 17.71% |
| Kaye Capital Management | 512,124 | $10,872,382 | 4.98% |
| Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10,037,114 | 4.82% |
| Virginia National Bank | 47,364 | $1,005,537 | 4.59% |
| Blue Barn Wealth, LLC | 325,037 | $6,900,529 | 4.53% |
| Sound Stewardship, LLC | 312,272 | $6,629,527 | 4.45% |
| TLWM | 739,135 | $15,691,794 | 4.16% |
| S.E.E.D. Planning Group LLC | 485,047 | $10,297,548 | 3.97% |
| KIRR MARBACH & CO LLC /IN/ | 628,784 | $13,349,085 | 3.79% |