INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 370 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $275,906 | +0.5% | 13,400 | 0.0% | 0.07% | -2.9% |
| Q4 2022 | $274,500 | -41.2% | 13,400 | -41.5% | 0.07% | -46.9% |
| Q3 2022 | $467,000 | -1.7% | 22,900 | 0.0% | 0.13% | +3.2% |
| Q2 2022 | $475,000 | -1.7% | 22,900 | 0.0% | 0.12% | +21.6% |
| Q1 2022 | $483,000 | -3.4% | 22,900 | 0.0% | 0.10% | -8.9% |
| Q4 2021 | $500,000 | -1.2% | 22,900 | 0.0% | 0.11% | -0.9% |
| Q3 2021 | $506,000 | +1.2% | 22,900 | +1.6% | 0.11% | +56.9% |
| Q2 2021 | $500,000 | 0.0% | 22,550 | 0.0% | 0.07% | -41.9% |
| Q1 2021 | $500,000 | -1.0% | 22,550 | 0.0% | 0.12% | -10.1% |
| Q4 2020 | $505,000 | +59.8% | 22,550 | +82.6% | 0.14% | +40.8% |
| Q3 2020 | $316,000 | +16.2% | 12,350 | 0.0% | 0.10% | +5.4% |
| Q2 2020 | $272,000 | – | 12,350 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Planning Services, Inc. | 989,130 | $20,831,070 | 14.66% |
| Kaye Capital Management | 1,128,130 | $23,758,424 | 10.00% |
| Campbell Wealth Management | 1,211,625 | $25,517 | 8.24% |
| Summit Investment Advisory Services, LLC | 280,499 | $5,907,305 | 6.94% |
| TruWealth Advisors, LLC | 3,920,553 | $82,566,841 | 5.49% |
| BCS Wealth Management | 465,345 | $9,800 | 4.77% |
| KIRR MARBACH & CO LLC /IN/ | 807,341 | $17,002,602 | 4.09% |
| Sound Stewardship, LLC | 311,317 | $6,556,336 | 3.98% |
| MILESTONE ASSET MANAGEMENT, LLC | 744,699 | $15,683,366 | 3.93% |
| Hudson Capital Management LLC | 550,061 | $11,584,281 | 3.89% |