INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 312 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,812 | +36.3% | 14,166 | +35.7% | 0.00% | – |
| Q2 2023 | $214,813 | -3.3% | 10,443 | -3.2% | 0.00% | – |
| Q1 2023 | $222,146 | +118.8% | 10,789 | +117.7% | 0.00% | – |
| Q4 2022 | $101,524 | -10.9% | 4,956 | -11.2% | 0.00% | – |
| Q3 2022 | $114,000 | +208.1% | 5,583 | +209.0% | 0.00% | – |
| Q2 2022 | $37,000 | -65.1% | 1,807 | -64.0% | 0.00% | – |
| Q1 2022 | $106,000 | -51.4% | 5,018 | -49.8% | 0.00% | – |
| Q4 2021 | $218,000 | -6.4% | 9,988 | -5.4% | 0.00% | – |
| Q3 2021 | $233,000 | +7.4% | 10,560 | +8.0% | 0.00% | – |
| Q2 2021 | $217,000 | +59.6% | 9,778 | +59.1% | 0.00% | – |
| Q1 2021 | $136,000 | -0.7% | 6,144 | 0.0% | 0.00% | – |
| Q4 2020 | $137,000 | +356.7% | 6,144 | +357.1% | 0.00% | – |
| Q3 2020 | $30,000 | 0.0% | 1,344 | 0.0% | 0.00% | – |
| Q2 2020 | $30,000 | +200.0% | 1,344 | +174.8% | 0.00% | – |
| Q3 2019 | $10,000 | +25.0% | 489 | +34.0% | 0.00% | – |
| Q1 2019 | $8,000 | – | 365 | – | 0.00% | – |
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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% |