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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $483 | -99.9% | 23,584 | -30.0% | 0.02% | -38.5% |
| Q3 2022 | $687,000 | +9.0% | 33,702 | +11.0% | 0.03% | +13.0% |
| Q2 2022 | $630,000 | -4.8% | 30,375 | -3.4% | 0.02% | +15.0% |
| Q1 2022 | $662,000 | -3.8% | 31,429 | -0.2% | 0.02% | 0.0% |
| Q4 2021 | $688,000 | +3.5% | 31,493 | +4.7% | 0.02% | -9.1% |
| Q3 2021 | $665,000 | -2.1% | 30,069 | -1.8% | 0.02% | -4.3% |
| Q2 2021 | $679,000 | +0.3% | 30,609 | +0.3% | 0.02% | -4.2% |
| Q1 2021 | $677,000 | +35.1% | 30,513 | +36.5% | 0.02% | +26.3% |
| Q4 2020 | $501,000 | +4.6% | 22,354 | +3.6% | 0.02% | -9.5% |
| Q3 2020 | $479,000 | +24.4% | 21,587 | +23.6% | 0.02% | +10.5% |
| Q2 2020 | $385,000 | +11.0% | 17,472 | +3.8% | 0.02% | -9.5% |
| Q1 2020 | $347,000 | -8.7% | 16,827 | -4.8% | 0.02% | +16.7% |
| Q4 2019 | $380,000 | +34.3% | 17,683 | +33.8% | 0.02% | +20.0% |
| Q3 2019 | $283,000 | +0.7% | 13,215 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $281,000 | +35.7% | 13,215 | +32.2% | 0.02% | +25.0% |
| Q1 2019 | $207,000 | +3.5% | 10,000 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $200,000 | -0.5% | 10,000 | 0.0% | 0.01% | +18.2% |
| Q3 2018 | $201,000 | 0.0% | 10,000 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $201,000 | – | 10,000 | – | 0.01% | – |
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% |