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 | $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 | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |