INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 361 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27 | 0.0% | 1,385 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27 | 0.0% | 1,385 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27 | -3.6% | 1,385 | -5.0% | 0.00% | 0.0% |
| Q4 2022 | $28 | -99.9% | 1,458 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -3.6% | 1,437 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -20.0% | 1,437 | -13.7% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -7.9% | 1,666 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | -30.9% | 1,745 | -29.9% | 0.00% | -50.0% |
| Q3 2021 | $55,000 | 0.0% | 2,491 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | +1.9% | 2,491 | +2.2% | 0.00% | 0.0% |
| Q1 2021 | $54,000 | +3.8% | 2,437 | +3.7% | 0.00% | 0.0% |
| Q4 2020 | $52,000 | -3.7% | 2,350 | -2.9% | 0.00% | 0.0% |
| Q3 2020 | $54,000 | +3.8% | 2,420 | +3.4% | 0.00% | -20.0% |
| Q2 2020 | $52,000 | +8.3% | 2,340 | +1.5% | 0.01% | 0.0% |
| Q1 2020 | $48,000 | -11.1% | 2,305 | -9.3% | 0.01% | 0.0% |
| Q4 2019 | $54,000 | +25.6% | 2,540 | +27.6% | 0.01% | +25.0% |
| Q3 2019 | $43,000 | +19.4% | 1,990 | +18.5% | 0.00% | 0.0% |
| Q2 2019 | $36,000 | +2.9% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $35,000 | +12.9% | 1,680 | +8.4% | 0.00% | 0.0% |
| Q4 2018 | $31,000 | -8.8% | 1,550 | -9.4% | 0.00% | 0.0% |
| Q3 2018 | $34,000 | 0.0% | 1,710 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $34,000 | – | 1,710 | – | 0.00% | – |
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% |