INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,927 | +0.5% | 19,977 | +0.0% | 0.04% | +5.0% |
| Q2 2023 | $410,788 | +5.0% | 19,970 | +5.1% | 0.04% | -2.4% |
| Q1 2023 | $391,073 | +0.5% | 18,993 | +0.0% | 0.04% | -6.8% |
| Q4 2022 | $388,946 | +7.7% | 18,986 | +7.1% | 0.04% | -15.4% |
| Q3 2022 | $361,000 | -6.2% | 17,725 | -4.5% | 0.05% | 0.0% |
| Q2 2022 | $385,000 | -1.5% | 18,569 | +0.0% | 0.05% | +10.6% |
| Q1 2022 | $391,000 | -3.5% | 18,564 | +0.0% | 0.05% | -11.3% |
| Q4 2021 | $405,000 | -1.2% | 18,560 | +0.0% | 0.05% | -14.5% |
| Q3 2021 | $410,000 | +71.5% | 18,554 | +72.6% | 0.06% | +55.0% |
| Q2 2021 | $239,000 | – | 10,749 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |