INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 271 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,211,205 | +26.3% | 383,881 | +27.4% | 2.04% | +29.8% |
| Q2 2023 | $5,710,024 | +57.0% | 301,400 | +58.8% | 1.58% | +39.8% |
| Q1 2023 | $3,636,262 | -2.6% | 189,784 | -3.8% | 1.13% | -3.2% |
| Q4 2022 | $3,733,335 | -36.9% | 197,270 | -37.8% | 1.16% | -41.9% |
| Q3 2022 | $5,913,000 | +6.6% | 317,218 | +10.2% | 2.00% | +15.2% |
| Q2 2022 | $5,547,000 | -3.8% | 287,837 | -0.3% | 1.74% | +12.0% |
| Q1 2022 | $5,767,000 | +3000.5% | 288,789 | +2787.9% | 1.55% | +2886.5% |
| Q4 2018 | $186,000 | – | 10,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MANCHESTER FINANCIAL INC | 962,585 | $18,549,000 | 7.18% |
| TLWM | 773,528 | $14,909,000 | 5.71% |
| Fusion Family Wealth LLC | 1,736,677 | $33,466,000 | 4.80% |
| Red Spruce Capital, LLC | 353,488 | $6,812,000 | 4.54% |
| GILL CAPITAL PARTNERS, LLC | 492,146 | $9,828,000 | 4.32% |
| Aptus Capital Advisors, LLC | 8,034,697 | $154,829,000 | 4.03% |
| Asset Dedication, LLC | 1,013,010 | $19,507,000 | 2.90% |
| True Link Financial Advisors, LLC | 988,767 | $19,054,000 | 2.88% |
| Goepper Burkhardt LLC | 191,448 | $3,689,000 | 2.60% |
| Ironwood Financial, llc | 414,219 | $7,982,000 | 2.56% |