INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 339 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,164 | -5.0% | 17,295 | -5.2% | 0.15% | -9.3% |
| Q2 2023 | $386,316 | +0.4% | 18,248 | +0.0% | 0.16% | +2.5% |
| Q1 2023 | $384,652 | +6.5% | 18,247 | +6.0% | 0.16% | +9.7% |
| Q4 2022 | $361,077 | -16.9% | 17,211 | -17.3% | 0.14% | -40.0% |
| Q3 2022 | $434,284 | -3.7% | 20,809 | -3.3% | 0.24% | -4.4% |
| Q2 2022 | $450,813 | -0.9% | 21,519 | -0.2% | 0.25% | +24.9% |
| Q1 2022 | $454,750 | -6.1% | 21,552 | -4.5% | 0.20% | +9.2% |
| Q4 2021 | $484,475 | – | 22,576 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |