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 | $6,430,315 | +16.6% | 311,094 | +16.1% | 2.40% | +17.3% |
| Q2 2023 | $5,513,967 | -1.8% | 268,059 | -1.7% | 2.04% | -2.9% |
| Q1 2023 | $5,615,161 | +4.6% | 272,713 | +4.1% | 2.11% | -2.4% |
| Q4 2022 | $5,367,359 | +2.3% | 262,013 | +1.8% | 2.16% | -3.1% |
| Q3 2022 | $5,246,000 | -1.1% | 257,263 | +0.6% | 2.23% | +6.6% |
| Q2 2022 | $5,306,000 | +5.8% | 255,829 | +7.5% | 2.09% | +19.5% |
| Q1 2022 | $5,013,000 | +16.0% | 237,945 | +20.2% | 1.75% | +19.0% |
| Q4 2021 | $4,321,000 | -1.5% | 197,938 | -0.2% | 1.47% | +11.4% |
| Q3 2021 | $4,385,000 | +7.0% | 198,344 | +7.4% | 1.32% | +13.8% |
| Q2 2021 | $4,097,000 | +3.9% | 184,627 | +3.8% | 1.16% | +0.6% |
| Q1 2021 | $3,944,000 | -0.2% | 177,892 | +0.8% | 1.15% | -9.0% |
| Q4 2020 | $3,953,000 | +2.1% | 176,559 | +1.2% | 1.27% | -4.7% |
| Q3 2020 | $3,870,000 | +1.0% | 174,484 | +0.4% | 1.33% | -9.0% |
| Q2 2020 | $3,831,000 | +6.7% | 173,812 | -0.1% | 1.46% | -7.1% |
| Q1 2020 | $3,592,000 | -4.0% | 173,942 | -0.2% | 1.57% | +21.1% |
| Q4 2019 | $3,741,000 | – | 174,252 | – | 1.30% | – |
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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% |