INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 256 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42 | -99.5% | 2 | -99.5% | 0.00% | – |
| Q2 2023 | $8,870 | +10459.5% | 419 | +10375.0% | 0.00% | – |
| Q1 2023 | $84 | +100.0% | 4 | +100.0% | 0.00% | – |
| Q4 2022 | $42 | – | 2 | +100.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q2 2022 | $0 | – | 3 | +200.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -99.2% | 0.00% | – |
| Q4 2019 | $3,000 | +200.0% | 127 | +159.2% | 0.00% | – |
| Q3 2019 | $1,000 | -85.7% | 49 | -85.2% | 0.00% | – |
| Q2 2019 | $7,000 | +600.0% | 331 | +604.3% | 0.00% | – |
| Q1 2019 | $1,000 | – | 47 | – | 0.00% | – |
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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% |