INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,095,135 | -3.4% | 246,499 | -3.8% | 0.32% | -0.9% |
| Q2 2023 | $5,272,750 | -2.7% | 256,332 | -2.7% | 0.32% | -8.2% |
| Q1 2023 | $5,421,821 | -40.6% | 263,323 | -40.9% | 0.35% | -42.2% |
| Q4 2022 | $9,133,917 | -8.6% | 445,881 | -9.0% | 0.61% | -11.6% |
| Q3 2022 | $9,990,000 | +14.9% | 489,956 | +16.9% | 0.69% | +23.1% |
| Q2 2022 | $8,695,000 | +22.9% | 419,241 | +24.9% | 0.56% | +49.9% |
| Q1 2022 | $7,072,000 | +115.1% | 335,624 | +122.8% | 0.38% | +131.5% |
| Q4 2021 | $3,288,000 | +16.2% | 150,614 | +17.7% | 0.16% | +6.6% |
| Q3 2021 | $2,829,000 | +27.3% | 127,969 | +27.8% | 0.15% | +28.8% |
| Q2 2021 | $2,222,000 | -13.9% | 100,113 | -14.0% | 0.12% | -18.6% |
| Q1 2021 | $2,580,000 | +30.7% | 116,360 | +32.0% | 0.14% | +19.8% |
| Q4 2020 | $1,974,000 | – | 88,160 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 588,969 | $13,187,000 | 8.12% |
| Fusion Family Wealth LLC | 1,709,830 | $38,283,000 | 6.76% |
| S.E.E.D. Planning Group LLC | 404,453 | $9,056,000 | 5.44% |
| DWM Financial Group, Inc. | 153,929 | $3,446,000 | 4.69% |
| Vista Private Wealth Partners. LLC | 406,918 | $9,111,000 | 4.53% |
| Goepper Burkhardt LLC | 225,630 | $5,052,000 | 3.66% |
| 1834 INVESTMENT ADVISORS CO | 1,042,824 | $23,349,000 | 3.11% |
| Advisors Preferred, LLC | 745,080 | $16,682,000 | 3.10% |
| Marietta Wealth Management, LLC | 454,349 | $10,173,000 | 2.80% |
| Pacific Wealth Strategies Group, Inc. | 287,829 | $6,439,000 | 2.78% |