INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 144 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,696,698 | +0.2% | 502,420 | -2.4% | 4.08% | -4.5% |
| Q3 2023 | $9,674,796 | +6.0% | 515,020 | +6.9% | 4.28% | +11.4% |
| Q2 2023 | $9,127,093 | -1.4% | 481,768 | -0.3% | 3.84% | -7.2% |
| Q1 2023 | $9,258,863 | +5.0% | 483,239 | +3.7% | 4.14% | -0.6% |
| Q4 2022 | $8,817,286 | -1.3% | 465,907 | -2.8% | 4.16% | -11.0% |
| Q3 2022 | $8,933,000 | -9.1% | 479,252 | -2.6% | 4.67% | +8.1% |
| Q2 2022 | $9,828,000 | 0.0% | 492,146 | 0.0% | 4.32% | 0.0% |
| Q1 2022 | $9,828,000 | -2.8% | 492,146 | +3.0% | 4.32% | -3.2% |
| Q4 2021 | $10,110,000 | +11.6% | 477,800 | +13.0% | 4.46% | +8.7% |
| Q3 2021 | $9,060,000 | +12.5% | 422,753 | +13.0% | 4.11% | +8.9% |
| Q2 2021 | $8,053,000 | +28.6% | 374,140 | +27.3% | 3.77% | +18.1% |
| Q1 2021 | $6,264,000 | – | 293,956 | – | 3.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |