INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $326,000 | -5.5% | 16,006 | -3.9% | 0.04% | -4.3% |
| Q2 2022 | $345,000 | -5.5% | 16,655 | -3.9% | 0.05% | +12.2% |
| Q1 2022 | $365,000 | -10.8% | 17,327 | -7.5% | 0.04% | -4.7% |
| Q4 2021 | $409,000 | -3.5% | 18,729 | -2.4% | 0.04% | -6.5% |
| Q3 2021 | $424,000 | +32.5% | 19,198 | +33.2% | 0.05% | +27.8% |
| Q2 2021 | $320,000 | +0.3% | 14,415 | 0.0% | 0.04% | -12.2% |
| Q1 2021 | $319,000 | -52.5% | 14,415 | -51.9% | 0.04% | -56.4% |
| Q4 2020 | $671,000 | +2.8% | 29,976 | +1.8% | 0.09% | -15.3% |
| Q3 2020 | $653,000 | +9.7% | 29,432 | +9.0% | 0.11% | +0.9% |
| Q2 2020 | $595,000 | +63.5% | 26,994 | +53.1% | 0.11% | +25.0% |
| Q1 2020 | $364,000 | +27.7% | 17,637 | +32.7% | 0.09% | +66.0% |
| Q4 2019 | $285,000 | – | 13,289 | – | 0.05% | – |
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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% |