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 | $467,006 | -2.5% | 22,175 | -3.0% | 0.08% | -6.6% |
| Q1 2024 | $479,165 | -2.0% | 22,850 | -2.4% | 0.09% | -10.8% |
| Q4 2023 | $488,813 | -4.8% | 23,405 | -5.7% | 0.10% | -14.3% |
| Q3 2023 | $513,215 | -1.7% | 24,829 | -2.1% | 0.12% | -0.8% |
| Q2 2023 | $521,841 | -1.6% | 25,369 | -1.6% | 0.12% | -9.8% |
| Q1 2023 | $530,584 | -3.8% | 25,769 | -7.7% | 0.13% | -11.9% |
| Q4 2022 | $551,295 | -12.0% | 27,912 | -9.2% | 0.15% | -17.0% |
| Q3 2022 | $626,625 | +2.0% | 30,732 | +3.8% | 0.18% | +9.0% |
| Q2 2022 | $614,257 | +12.0% | 29,617 | +13.8% | 0.17% | +16.8% |
| Q1 2022 | $548,536 | -3.9% | 26,034 | -0.4% | 0.14% | -3.4% |
| Q4 2021 | $570,614 | +3.8% | 26,139 | +5.2% | 0.15% | -6.9% |
| Q3 2021 | $549,522 | +18.2% | 24,854 | +18.7% | 0.16% | +10.4% |
| Q2 2021 | $464,747 | +26.0% | 20,944 | +25.9% | 0.14% | +11.6% |
| Q1 2021 | $368,776 | +14.3% | 16,634 | +15.4% | 0.13% | +1.6% |
| Q4 2020 | $322,729 | +38.7% | 14,414 | +37.4% | 0.13% | +22.1% |
| Q3 2020 | $232,757 | +35.2% | 10,494 | +34.3% | 0.10% | +18.2% |
| Q2 2020 | $172,221 | +160.3% | 7,814 | +143.9% | 0.09% | +91.3% |
| Q1 2020 | $66,163 | +2.9% | 3,204 | +6.9% | 0.05% | +35.3% |
| Q4 2019 | $64,324 | +18.6% | 2,996 | +18.4% | 0.03% | -5.6% |
| Q3 2019 | $54,239 | +23.8% | 2,531 | +22.8% | 0.04% | +20.0% |
| Q2 2019 | $43,796 | +2.5% | 2,061 | 0.0% | 0.03% | -3.2% |
| Q1 2019 | $42,725 | +135.1% | 2,061 | +126.5% | 0.03% | +106.7% |
| Q4 2018 | $18,173 | – | 910 | – | 0.02% | – |
Download | ||||||
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% |