INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 329 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,262,202 | -2.0% | 107,417 | -2.4% | 0.00% | 0.0% |
| Q1 2024 | $2,307,623 | +2.9% | 110,044 | +2.4% | 0.00% | 0.0% |
| Q4 2023 | $2,243,404 | +1.9% | 107,417 | +0.8% | 0.00% | -25.0% |
| Q3 2023 | $2,201,852 | +3.9% | 106,524 | +3.4% | 0.00% | +33.3% |
| Q2 2023 | $2,119,615 | -0.1% | 103,044 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $2,121,676 | -5.4% | 103,044 | -5.9% | 0.00% | 0.0% |
| Q4 2022 | $2,242,278 | +148.6% | 109,459 | +147.4% | 0.00% | +100.0% |
| Q3 2022 | $902,000 | +10.1% | 44,248 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $819,000 | +62.8% | 39,494 | +65.3% | 0.00% | +100.0% |
| Q1 2022 | $503,000 | +38.6% | 23,887 | +43.6% | 0.00% | 0.0% |
| Q4 2021 | $363,000 | +48.2% | 16,630 | +50.2% | 0.00% | – |
| Q3 2021 | $245,000 | -0.4% | 11,075 | 0.0% | 0.00% | – |
| Q2 2021 | $246,000 | +79.6% | 11,075 | +78.6% | 0.00% | – |
| Q1 2021 | $137,000 | -1.4% | 6,200 | 0.0% | 0.00% | – |
| Q4 2020 | $139,000 | +0.7% | 6,200 | 0.0% | 0.00% | – |
| Q3 2020 | $138,000 | +17.9% | 6,200 | +17.0% | 0.00% | – |
| Q2 2020 | $117,000 | – | 5,300 | – | 0.00% | – |
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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% |