INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,503 | -19.5% | 6,217 | -19.9% | 0.01% | -16.7% |
| Q2 2023 | $159,565 | -1.1% | 7,757 | -1.0% | 0.01% | 0.0% |
| Q1 2023 | $161,301 | -10.7% | 7,834 | -11.1% | 0.01% | -14.3% |
| Q4 2022 | $180,608 | -44.4% | 8,817 | -44.7% | 0.01% | -53.3% |
| Q3 2022 | $325,000 | +8.7% | 15,953 | +10.5% | 0.02% | +15.4% |
| Q2 2022 | $299,000 | -4.2% | 14,437 | -2.7% | 0.01% | +18.2% |
| Q1 2022 | $312,000 | -12.8% | 14,833 | -9.6% | 0.01% | -8.3% |
| Q4 2021 | $358,000 | +52.3% | 16,414 | +54.0% | 0.01% | +33.3% |
| Q3 2021 | $235,000 | +9.3% | 10,655 | +9.9% | 0.01% | +12.5% |
| Q2 2021 | $215,000 | +8.6% | 9,694 | +8.1% | 0.01% | 0.0% |
| Q1 2021 | $198,000 | +85.0% | 8,964 | +86.5% | 0.01% | +60.0% |
| Q4 2020 | $107,000 | +67.2% | 4,806 | +65.6% | 0.01% | +66.7% |
| Q3 2020 | $64,000 | +18.5% | 2,903 | +18.4% | 0.00% | 0.0% |
| Q2 2020 | $54,000 | 0.0% | 2,451 | -7.6% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | -12.9% | 2,654 | -9.5% | 0.00% | 0.0% |
| Q4 2019 | $62,000 | +34.8% | 2,931 | +34.7% | 0.00% | +50.0% |
| Q3 2019 | $46,000 | -2.1% | 2,176 | -2.9% | 0.00% | 0.0% |
| Q2 2019 | $47,000 | -7.8% | 2,240 | -9.8% | 0.00% | 0.0% |
| Q1 2019 | $51,000 | +50.0% | 2,484 | +43.8% | 0.00% | 0.0% |
| Q4 2018 | $34,000 | +13.3% | 1,727 | +13.6% | 0.00% | +100.0% |
| Q3 2018 | $30,000 | 0.0% | 1,520 | +0.5% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | – | 1,513 | – | 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% |