INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,802,930 | +5.4% | 537,192 | +5.5% | 0.93% | +9.7% |
| Q2 2023 | $10,252,449 | +1.5% | 509,312 | +2.3% | 0.85% | -1.5% |
| Q1 2023 | $10,100,250 | +21.8% | 498,040 | +21.0% | 0.86% | +14.8% |
| Q4 2022 | $8,292,221 | +527.7% | 411,729 | +521.9% | 0.75% | +500.0% |
| Q3 2022 | $1,321,000 | +51.1% | 66,208 | +54.9% | 0.12% | +60.3% |
| Q2 2022 | $874,000 | +12.9% | 42,748 | +15.5% | 0.08% | +30.0% |
| Q1 2022 | $774,000 | – | 37,021 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 694,154 | $13,959,437 | 7.29% |
| Kaye Capital Management | 687,013 | $13,815,827 | 6.33% |
| Virginia National Bank | 61,524 | $1,237,247 | 5.64% |
| Lido Advisors, LLC | 36,854,500 | $741,143,990 | 5.64% |
| Waycross Investment Management Co | 238,602 | $4,798,280 | 5.52% |
| AMJ Financial Wealth Management | 507,220 | $10,200,194 | 4.70% |
| Ironwood Wealth Management, LLC. | 571,986 | $11,502,638 | 4.69% |
| Sound Stewardship, LLC | 334,597 | $6,728,749 | 4.52% |
| Hudson Capital Management LLC | 553,070 | $11,122,240 | 4.43% |
| Red Spruce Capital, LLC | 384,290 | $7,728,072 | 4.39% |