INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,578,796 | +2.7% | 575,773 | +2.8% | 3.28% | +5.6% |
| Q2 2023 | $11,276,404 | +20.5% | 560,179 | +21.4% | 3.11% | +7.2% |
| Q1 2023 | $9,360,579 | +8.5% | 461,567 | +7.8% | 2.90% | +7.9% |
| Q4 2022 | $8,624,693 | +42.5% | 428,237 | +41.1% | 2.69% | +31.0% |
| Q3 2022 | $6,054,000 | +7.3% | 303,533 | +9.9% | 2.05% | +15.9% |
| Q2 2022 | $5,644,000 | -2.6% | 276,107 | -0.4% | 1.77% | +13.5% |
| Q1 2022 | $5,795,000 | +2841.6% | 277,147 | +2671.5% | 1.56% | +2736.4% |
| Q4 2018 | $197,000 | – | 10,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |