INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 155 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,944,833 | +36.2% | 635,861 | +37.4% | 0.00% | +50.0% |
| Q2 2023 | $8,770,000 | +20.7% | 462,919 | +22.1% | 0.00% | 0.0% |
| Q1 2023 | $7,262,942 | +60.7% | 379,068 | +58.7% | 0.00% | +100.0% |
| Q4 2022 | $4,520,407 | +176.3% | 238,859 | +172.1% | 0.00% | 0.0% |
| Q3 2022 | $1,636,000 | +83.2% | 87,773 | +89.4% | 0.00% | – |
| Q2 2022 | $893,000 | +122.7% | 46,350 | +131.0% | 0.00% | – |
| Q1 2022 | $401,000 | -46.2% | 20,063 | -43.0% | 0.00% | – |
| Q4 2021 | $745,000 | – | 35,173 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |