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 | $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 ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 4,472,840 | $94,958,409 | 33.22% |
| Waycross Investment Management Co | 725,081 | $15,393,462 | 17.71% |
| Kaye Capital Management | 512,124 | $10,872,382 | 4.98% |
| Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10,037,114 | 4.82% |
| Virginia National Bank | 47,364 | $1,005,537 | 4.59% |
| Blue Barn Wealth, LLC | 325,037 | $6,900,529 | 4.53% |
| Sound Stewardship, LLC | 312,272 | $6,629,527 | 4.45% |
| TLWM | 739,135 | $15,691,794 | 4.16% |
| S.E.E.D. Planning Group LLC | 485,047 | $10,297,548 | 3.97% |
| KIRR MARBACH & CO LLC /IN/ | 628,784 | $13,349,085 | 3.79% |