INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 334 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 1,461,801 | $30,844,000 | 11.32% |
| Tatro Capital, LLC | 384,831 | $8,120,000 | 6.08% |
| IMA Wealth, Inc. | 1,112,466 | $23,473,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 540,074 | $11,396,000 | 4.86% |
| Blossom Wealth Management | 45,499 | $960,000 | 4.33% |
| SENTINEL PENSION ADVISORS INC | 600,931 | $12,680,000 | 4.30% |
| Strategic Family Wealth Counselors, L.L.C. | 458,080 | $9,665,000 | 3.90% |
| Asset Dedication, LLC | 1,639,329 | $34,575,000 | 3.85% |
| Goepper Burkhardt LLC | 299,271 | $6,315,000 | 3.83% |
| Red Spruce Capital, LLC | 311,866 | $6,580,000 | 3.73% |