INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 333 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |