INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 326 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,905 | -5.8% | 23,798 | -6.2% | 0.06% | -1.5% |
| Q2 2023 | $521,923 | -9.1% | 25,373 | -9.0% | 0.06% | -14.5% |
| Q1 2023 | $574,214 | +0.5% | 27,888 | 0.0% | 0.08% | -5.0% |
| Q4 2022 | $571,288 | +0.4% | 27,888 | 0.0% | 0.08% | -13.0% |
| Q3 2022 | $569,000 | -1.6% | 27,888 | 0.0% | 0.09% | +2.2% |
| Q2 2022 | $578,000 | +26.5% | 27,888 | +28.7% | 0.09% | +40.6% |
| Q1 2022 | $457,000 | +8.0% | 21,673 | +11.9% | 0.06% | +6.7% |
| Q4 2021 | $423,000 | – | 19,373 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 4,449,935 | $97,142,000 | 7.02% |
| GPM Growth Investors, Inc. | 634,356 | $13,848,000 | 6.90% |
| Oakhurst Advisors,LLC | 856,538 | $18,698,000 | 5.73% |
| S.E.E.D. Planning Group LLC | 584,924 | $12,769,000 | 5.54% |
| Fusion Family Wealth LLC | 1,651,791 | $36,059,000 | 5.37% |
| Denver PWM, LLC | 507,977 | $11,077,000 | 4.23% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 488,958 | $10,674,000 | 3.60% |
| Red Spruce Capital, LLC | 297,304 | $6,490,000 | 3.55% |
| SENTINEL PENSION ADVISORS INC | 513,195 | $11,203,000 | 3.53% |
| Goepper Burkhardt LLC | 271,848 | $5,934,000 | 3.53% |