INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,395 | +260.6% | 287,207 | +263.7% | 0.03% | +275.0% |
| Q2 2023 | $1,496 | +44.8% | 78,978 | +46.4% | 0.01% | +14.3% |
| Q1 2023 | $1,033 | -16.3% | 53,929 | -17.3% | 0.01% | -12.5% |
| Q4 2022 | $1,234 | -99.8% | 65,202 | +53.1% | 0.01% | +33.3% |
| Q3 2022 | $794,000 | -0.4% | 42,600 | +3.0% | 0.01% | 0.0% |
| Q2 2022 | $797,000 | +14.0% | 41,362 | +18.1% | 0.01% | +20.0% |
| Q1 2022 | $699,000 | +51.3% | 35,023 | +60.4% | 0.01% | +66.7% |
| Q4 2021 | $462,000 | -31.8% | 21,828 | -30.9% | 0.00% | -40.0% |
| Q3 2021 | $677,000 | +27.0% | 31,604 | +27.7% | 0.01% | +25.0% |
| Q2 2021 | $533,000 | -11.3% | 24,756 | -12.3% | 0.00% | -33.3% |
| Q1 2021 | $601,000 | +44.8% | 28,223 | +49.1% | 0.01% | +50.0% |
| Q4 2020 | $415,000 | +46.6% | 18,930 | +44.5% | 0.00% | 0.0% |
| Q3 2020 | $283,000 | +13.2% | 13,099 | +12.5% | 0.00% | +33.3% |
| Q2 2020 | $250,000 | -15.3% | 11,639 | -19.0% | 0.00% | -25.0% |
| Q4 2019 | $295,000 | – | 14,370 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |