INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,008 | +47.6% | 435,784 | +46.9% | 0.02% | +66.7% |
| Q2 2023 | $6,104 | +24.7% | 296,741 | +24.8% | 0.01% | +50.0% |
| Q1 2023 | $4,894 | -0.0% | 237,710 | -0.5% | 0.01% | -14.3% |
| Q4 2022 | $4,896 | -98.9% | 238,998 | +978.5% | 0.01% | +600.0% |
| Q2 2022 | $460,000 | -26.9% | 22,161 | -25.8% | 0.00% | 0.0% |
| Q1 2022 | $629,000 | -14.9% | 29,850 | -11.8% | 0.00% | 0.0% |
| Q4 2021 | $739,000 | – | 33,844 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |