INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 127 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,251 | +15.0% | 173,056 | +16.0% | 0.01% | +16.7% |
| Q2 2023 | $2,826 | +24.1% | 149,149 | +25.5% | 0.01% | +20.0% |
| Q1 2023 | $2,277 | +95.1% | 118,854 | +92.6% | 0.01% | +66.7% |
| Q4 2022 | $1,167 | -99.9% | 61,700 | -12.6% | 0.00% | 0.0% |
| Q3 2022 | $1,316,000 | +25.3% | 70,610 | +29.5% | 0.00% | 0.0% |
| Q2 2022 | $1,050,000 | -1.5% | 54,520 | +2.0% | 0.00% | +50.0% |
| Q1 2022 | $1,066,000 | +1.4% | 53,426 | +7.5% | 0.00% | 0.0% |
| Q4 2021 | $1,051,000 | -1.6% | 49,706 | -0.3% | 0.00% | -33.3% |
| Q3 2021 | $1,068,000 | +1.3% | 49,855 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $1,054,000 | +1.1% | 48,978 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,043,000 | +18.7% | 48,969 | +22.1% | 0.00% | 0.0% |
| Q4 2020 | $879,000 | +40.9% | 40,110 | +39.1% | 0.00% | +50.0% |
| Q3 2020 | $624,000 | – | 28,845 | – | 0.00% | – |
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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% |