INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 346 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,090,149 | -4.3% | 53,308 | -4.4% | 0.22% | -3.9% |
| Q1 2024 | $1,139,218 | -4.3% | 55,762 | -4.2% | 0.23% | -12.5% |
| Q4 2023 | $1,190,276 | +1.3% | 58,190 | -0.4% | 0.26% | -6.7% |
| Q3 2023 | $1,174,665 | -1.3% | 58,412 | -1.2% | 0.28% | +1.4% |
| Q2 2023 | $1,189,582 | -3.2% | 59,095 | -2.5% | 0.28% | -8.5% |
| Q1 2023 | $1,228,562 | +0.6% | 60,580 | -0.0% | 0.30% | -4.1% |
| Q4 2022 | $1,220,645 | – | 60,608 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| S.E.E.D. Planning Group LLC | 586,179 | $12,837,000 | 5.57% |
| Goepper Burkhardt LLC | 239,788 | $5,251,000 | 3.12% |
| Asset Dedication, LLC | 1,036,110 | $22,694,000 | 2.73% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 369,564 | $8,093,000 | 2.73% |
| Ironwood Financial, llc | 409,310 | $8,964,000 | 2.46% |
| Red Spruce Capital, LLC | 204,209 | $4,472,000 | 2.45% |
| TLWM | 329,267 | $7,211,000 | 2.42% |
| Marietta Wealth Management, LLC | 483,580 | $10,590,000 | 2.13% |
| Motley Fool Wealth Management, LLC | 1,664,701 | $36,457,000 | 1.59% |
| Addison Advisors LLC | 108,419 | $2,374,000 | 1.47% |