INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 190 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,201,000 | +8.8% | 144,338 | +8.2% | 0.75% | -2.0% |
| Q2 2020 | $2,941,000 | +8.7% | 133,436 | +1.8% | 0.77% | -0.6% |
| Q1 2020 | $2,706,000 | +15.2% | 131,060 | +19.8% | 0.77% | +14.7% |
| Q4 2019 | $2,348,000 | +34.4% | 109,378 | +34.2% | 0.67% | +26.3% |
| Q3 2019 | $1,747,000 | +170.9% | 81,525 | +168.6% | 0.53% | +161.3% |
| Q2 2019 | $645,000 | +23.3% | 30,352 | +20.4% | 0.20% | +17.9% |
| Q1 2019 | $523,000 | +9.2% | 25,216 | +5.2% | 0.17% | -5.5% |
| Q4 2018 | $479,000 | -6.8% | 23,970 | -6.3% | 0.18% | +3.4% |
| Q3 2018 | $514,000 | +0.4% | 25,578 | +0.2% | 0.18% | -4.3% |
| Q2 2018 | $512,000 | – | 25,521 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 727,516 | $15,037,762 | 17.30% |
| Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
| Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
| Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
| Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
| TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
| Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
| Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
| KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
| S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |