INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 1 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,349,085 | -0.7% | 628,784 | -1.0% | 3.79% | +2.1% |
| Q2 2023 | $13,440,601 | -0.1% | 634,889 | -0.6% | 3.71% | -11.1% |
| Q1 2023 | $13,457,894 | +2.7% | 638,420 | +2.3% | 4.17% | +2.1% |
| Q4 2022 | $13,098,213 | +106.3% | 624,319 | +105.2% | 4.09% | +89.8% |
| Q3 2022 | $6,349,000 | +9.0% | 304,217 | +9.4% | 2.15% | +17.8% |
| Q2 2022 | $5,825,000 | -1.0% | 278,038 | -0.3% | 1.83% | +15.3% |
| Q1 2022 | $5,885,000 | – | 278,888 | – | 1.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 439,345 | $9,169,000 | 6.88% |
| Virginia National Bank | 91,238 | $1,904,000 | 6.08% |
| Blossom Wealth Management | 44,692 | $933,000 | 5.25% |
| IMA Wealth, Inc. | 886,497 | $18,501,000 | 4.97% |
| Strategic Family Wealth Counselors, L.L.C. | 463,043 | $9,664,000 | 4.74% |
| Goepper Burkhardt LLC | 297,186 | $6,202,000 | 4.61% |
| Mirador Capital Partners LP | 907,237 | $18,934,000 | 4.57% |
| SENTINEL PENSION ADVISORS INC | 586,255 | $12,235,000 | 4.27% |
| Aspen Investment Management Inc | 303,725 | $6,339,000 | 4.23% |
| Asset Dedication, LLC | 1,765,632 | $36,824,000 | 4.04% |