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 | $312,779 | -0.8% | 16,650 | +0.0% | 0.12% | -5.3% |
| Q2 2023 | $315,424 | -19.1% | 16,649 | -18.1% | 0.13% | -17.5% |
| Q1 2023 | $389,672 | +9.5% | 20,338 | +8.1% | 0.16% | +12.7% |
| Q4 2022 | $355,964 | +68.0% | 18,809 | +65.5% | 0.14% | +21.4% |
| Q3 2022 | $211,873 | -10.6% | 11,367 | -7.5% | 0.12% | -11.4% |
| Q2 2022 | $236,888 | -32.3% | 12,293 | -29.8% | 0.13% | -14.8% |
| Q1 2022 | $349,868 | -10.5% | 17,520 | -5.2% | 0.16% | +4.7% |
| Q4 2021 | $391,044 | – | 18,480 | – | 0.15% | – |
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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% |