INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 256 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $288,796 | +0.5% | 13,700 | 0.0% | 0.07% | -2.8% |
| Q4 2022 | $287,426 | -41.3% | 13,700 | -41.7% | 0.07% | -47.0% |
| Q3 2022 | $490,000 | -0.4% | 23,500 | 0.0% | 0.13% | +3.9% |
| Q2 2022 | $492,000 | -0.8% | 23,500 | 0.0% | 0.13% | +22.9% |
| Q1 2022 | $496,000 | -1.6% | 23,500 | 0.0% | 0.10% | -7.1% |
| Q4 2021 | $504,000 | -1.0% | 23,500 | 0.0% | 0.11% | -0.9% |
| Q3 2021 | $509,000 | -45.9% | 23,500 | -45.6% | 0.11% | -15.6% |
| Q2 2021 | $940,000 | +86.5% | 43,200 | +86.6% | 0.14% | +8.0% |
| Q1 2021 | $504,000 | -0.6% | 23,150 | 0.0% | 0.12% | -9.4% |
| Q4 2020 | $507,000 | +3.7% | 23,150 | +24.8% | 0.14% | -9.2% |
| Q3 2020 | $489,000 | +12.2% | 18,550 | -7.5% | 0.15% | +1.3% |
| Q2 2020 | $436,000 | – | 20,050 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joule Financial, LLC | 417,670 | $8,750,000 | 6.83% |
| Advisors Preferred, LLC | 1,078,040 | $22,582,000 | 5.88% |
| Oakhurst Advisors,LLC | 391,395 | $8,199,000 | 5.84% |
| IMA Wealth, Inc. | 1,077,165 | $22,567,000 | 5.52% |
| Asset Dedication, LLC | 1,714,723 | $35,919,000 | 5.34% |
| Blossom Wealth Management | 45,945 | $963,000 | 4.88% |
| Strategic Family Wealth Counselors, L.L.C. | 462,624 | $9,692,000 | 4.65% |
| Mirador Capital Partners LP | 897,057 | $18,793,000 | 4.44% |
| Goepper Burkhardt LLC | 299,436 | $6,273,000 | 4.42% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 544,797 | $11,414,000 | 4.37% |