INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 265 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $339,715 | +0.4% | 16,130 | +0.0% | 0.12% | +4.3% |
| Q1 2024 | $338,238 | +0.4% | 16,129 | 0.0% | 0.12% | -16.1% |
| Q4 2023 | $336,846 | -2.2% | 16,129 | -3.2% | 0.14% | 0.0% |
| Q3 2023 | $344,376 | -1.2% | 16,661 | -1.7% | 0.14% | -6.2% |
| Q2 2023 | $348,656 | -0.1% | 16,950 | +0.0% | 0.15% | +2.1% |
| Q1 2023 | $348,976 | +8.8% | 16,949 | +8.3% | 0.14% | +11.7% |
| Q4 2022 | $320,734 | -17.4% | 15,657 | -17.8% | 0.13% | -40.2% |
| Q3 2022 | $388,269 | -4.7% | 19,042 | -3.1% | 0.21% | -5.7% |
| Q2 2022 | $407,591 | -1.7% | 19,652 | -0.2% | 0.23% | +24.0% |
| Q1 2022 | $414,822 | -8.9% | 19,688 | -5.7% | 0.18% | +5.8% |
| Q4 2021 | $455,533 | – | 20,867 | – | 0.17% | – |
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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% |