INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 365 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,266,572 | -38.5% | 154,667 | -39.2% | 2.58% | -25.7% |
| Q1 2024 | $5,310,488 | 0.0% | 254,273 | 0.0% | 3.48% | 0.0% |
| Q4 2023 | $5,310,488 | +24.4% | 254,273 | +23.1% | 3.48% | +11.7% |
| Q3 2023 | $4,270,373 | +2.6% | 206,598 | +2.1% | 3.11% | +5.4% |
| Q2 2023 | $4,163,311 | +1.5% | 202,426 | +1.6% | 2.95% | -1.8% |
| Q1 2023 | $4,103,292 | +113659.1% | 199,286 | +13.2% | 3.01% | +4.3% |
| Q4 2022 | $3,607 | -99.9% | 176,021 | +7.4% | 2.88% | -6.3% |
| Q3 2022 | $3,341,000 | -1.5% | 163,844 | +0.5% | 3.08% | +11.0% |
| Q2 2022 | $3,393,000 | – | 163,023 | – | 2.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |