INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 267 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,840 | -50.0% | 8,000 | -50.1% | 0.00% | – |
| Q2 2023 | $339,707 | +93.0% | 16,047 | +92.2% | 0.00% | – |
| Q1 2023 | $176,010 | +0.5% | 8,350 | 0.0% | 0.00% | – |
| Q4 2022 | $175,175 | +2402.5% | 8,350 | +2285.7% | 0.00% | – |
| Q3 2022 | $7,000 | -85.1% | 350 | -84.4% | 0.00% | – |
| Q2 2022 | $47,000 | +213.3% | 2,240 | +220.0% | 0.00% | – |
| Q1 2022 | $15,000 | 0.0% | 700 | 0.0% | 0.00% | – |
| Q4 2021 | $15,000 | 0.0% | 700 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | 0.0% | 700 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | 0.0% | 700 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | -93.6% | 700 | -93.5% | 0.00% | – |
| Q4 2020 | $234,000 | +800.0% | 10,702 | +791.8% | 0.00% | – |
| Q3 2020 | $26,000 | -53.6% | 1,200 | -53.1% | 0.00% | – |
| Q2 2020 | $56,000 | -17.6% | 2,559 | -21.7% | 0.00% | – |
| Q1 2020 | $68,000 | +518.2% | 3,270 | +554.0% | 0.00% | – |
| Q4 2019 | $11,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 1,640,517 | $34,582,089 | 19.76% |
| Waycross Investment Management Co | 777,415 | $16,387,900 | 16.40% |
| Kaye Capital Management | 509,735 | $10,745,223 | 5.48% |
| Aspen Investment Management Inc | 379,527 | $8,000 | 5.12% |
| Virginia National Bank | 64,744 | $1,364,803 | 4.80% |
| Blue Barn Wealth, LLC | 362,761 | $7,647,007 | 4.74% |
| Strategic Family Wealth Counselors, L.L.C. | 472,426 | $9,958,740 | 4.72% |
| Sound Stewardship, LLC | 325,894 | $6,869,844 | 4.62% |
| KIRR MARBACH & CO LLC /IN/ | 638,420 | $13,457,894 | 4.17% |
| IMA Wealth, Inc. | 736,077 | $15,516,500 | 4.00% |