INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 186 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,321,000 | -68.9% | 353 | -68.4% | 0.00% | -57.1% |
| Q1 2022 | $23,535,000 | -37.0% | 1,117 | -34.7% | 0.01% | -36.4% |
| Q4 2021 | $37,351,000 | -11.1% | 1,711 | -9.9% | 0.01% | -8.3% |
| Q3 2021 | $42,009,000 | -17.0% | 1,900 | -16.7% | 0.01% | -36.8% |
| Q2 2021 | $50,615,000 | -31.4% | 2,281 | -31.5% | 0.02% | -32.1% |
| Q1 2021 | $73,826,000 | -1.0% | 3,330 | 0.0% | 0.03% | -9.7% |
| Q4 2020 | $74,558,000 | -49.5% | 3,330 | -50.0% | 0.03% | -58.1% |
| Q3 2020 | $147,718,000 | +0.6% | 6,660 | 0.0% | 0.07% | -11.9% |
| Q2 2020 | $146,786,000 | – | 6,660 | – | 0.08% | – |
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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% |