INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,112,893 | +3.4% | 53,841 | +2.9% | 0.28% | +6.6% |
| Q2 2023 | $1,076,572 | +18.0% | 52,337 | +18.1% | 0.26% | +11.2% |
| Q1 2023 | $912,590 | -0.5% | 44,322 | -1.0% | 0.23% | -7.2% |
| Q4 2022 | $916,872 | +18.8% | 44,758 | +18.2% | 0.25% | +1.6% |
| Q3 2022 | $772,000 | – | 37,865 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 505,736 | $11,146,000 | 8.30% |
| Fusion Family Wealth LLC | 1,574,171 | $34,695,000 | 8.18% |
| Private Vista, LLC | 688,085 | $15,170,000 | 7.34% |
| DWM Financial Group, Inc. | 150,887 | $3,326,000 | 4.96% |
| S.E.E.D. Planning Group LLC | 287,016 | $6,326,000 | 4.94% |
| Denver PWM, LLC | 356,234 | $7,852,000 | 4.80% |
| Barnett & Company, Inc. | 206,089 | $4,542,000 | 3.69% |
| Red Spruce Capital, LLC | 167,965 | $3,702,000 | 3.14% |
| Marietta Wealth Management, LLC | 395,969 | $8,727,000 | 2.98% |
| 1834 INVESTMENT ADVISORS CO | 840,128 | $18,516,000 | 2.93% |