INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 308 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,359 | -6.6% | 13,941 | -6.5% | 0.08% | -2.4% |
| Q2 2023 | $300,173 | -13.4% | 14,912 | -12.7% | 0.08% | -15.3% |
| Q1 2023 | $346,424 | -4.9% | 17,082 | -5.5% | 0.10% | -9.3% |
| Q4 2022 | $364,214 | -55.4% | 18,084 | -55.8% | 0.11% | -58.6% |
| Q3 2022 | $816,000 | +5.2% | 40,901 | +7.7% | 0.26% | +14.0% |
| Q2 2022 | $776,000 | -74.2% | 37,963 | -73.4% | 0.23% | -71.5% |
| Q1 2022 | $3,010,000 | +494.9% | 142,635 | +516.9% | 0.80% | +509.1% |
| Q4 2021 | $506,000 | +12.7% | 23,120 | +14.3% | 0.13% | +5.6% |
| Q3 2021 | $449,000 | +48.2% | 20,234 | +49.0% | 0.12% | +48.8% |
| Q2 2021 | $303,000 | +21.7% | 13,576 | +20.9% | 0.08% | +16.7% |
| Q1 2021 | $249,000 | – | 11,225 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |