INVESCO EXCH TRD SLF IDX FD's ticker is BSCN and the CUSIP is 46138J866. A total of 317 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,135,000 | -3.7% | 192,680 | -2.8% | 1.24% | -7.0% |
| Q3 2021 | $4,295,000 | -4.1% | 198,211 | -3.8% | 1.33% | -0.1% |
| Q2 2021 | $4,478,000 | -0.8% | 206,065 | -0.6% | 1.34% | -5.9% |
| Q1 2021 | $4,512,000 | -2.1% | 207,276 | -1.5% | 1.42% | -24.6% |
| Q4 2020 | $4,610,000 | +4.5% | 210,495 | +4.0% | 1.88% | +2.6% |
| Q3 2020 | $4,411,000 | -0.1% | 202,448 | -0.2% | 1.83% | -6.9% |
| Q2 2020 | $4,414,000 | +5.6% | 202,828 | +0.5% | 1.97% | -1.7% |
| Q1 2020 | $4,181,000 | +12.2% | 201,750 | +15.4% | 2.00% | +35.5% |
| Q4 2019 | $3,725,000 | +124.3% | 174,817 | +124.0% | 1.48% | +115.5% |
| Q3 2019 | $1,661,000 | – | 78,033 | – | 0.69% | – |
Download | ||||||
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% |