INVESCO EXCH TRD SLF IDX FD's ticker is BSCS and the CUSIP is 46138J643. A total of 191 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $660,585 | -6.6% | 33,112 | -6.0% | 0.16% | -7.0% |
| Q1 2024 | $707,107 | -11.4% | 35,232 | -10.5% | 0.17% | -18.2% |
| Q4 2023 | $798,343 | +5.1% | 39,366 | +0.4% | 0.21% | -2.8% |
| Q3 2023 | $759,418 | -2.0% | 39,216 | -0.1% | 0.22% | +0.5% |
| Q2 2023 | $775,308 | -3.2% | 39,266 | -1.6% | 0.21% | -13.7% |
| Q1 2023 | $800,689 | -11.7% | 39,896 | -13.7% | 0.25% | -12.4% |
| Q4 2022 | $906,684 | -44.1% | 46,224 | -45.5% | 0.28% | -48.5% |
| Q3 2022 | $1,622,000 | -4.3% | 84,809 | -0.1% | 0.55% | +3.4% |
| Q2 2022 | $1,695,000 | -8.0% | 84,930 | -2.7% | 0.53% | +7.3% |
| Q1 2022 | $1,842,000 | – | 87,292 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 950,696 | $18,771,497 | 5.41% |
| VISTA INVESTMENT MANAGEMENT | 295,362 | $5,831,923 | 2.95% |
| TruWealth Advisors, LLC | 1,337,250 | $26,403,997 | 2.27% |
| Horizons Wealth Management | 159,305 | $3,143,407 | 2.23% |
| Altus Wealth Group LLC | 172,080 | $3,397,713 | 2.09% |
| Camelot Portfolios, LLC | 140,508 | $2,774,325 | 1.74% |
| ROVIN CAPITAL /UT/ /ADV | 153,273 | $3,026 | 1.35% |
| EASTERN BANK | 1,413,867 | $27,916,825 | 1.33% |
| Goepper Burkhardt LLC | 110,900 | $2,189,721 | 1.32% |
| Motley Fool Wealth Management, LLC | 1,001,434 | $19,770,847 | 1.16% |