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 2023 | $14,555,896 | +15.8% | 704,204 | +15.2% | 1.25% | +20.6% |
| Q2 2023 | $12,569,030 | -0.1% | 611,037 | -0.0% | 1.04% | -3.2% |
| Q1 2023 | $12,586,728 | -0.5% | 611,303 | -1.1% | 1.07% | -6.2% |
| Q4 2022 | $12,656,103 | -1.9% | 617,820 | -2.3% | 1.14% | -6.5% |
| Q3 2022 | $12,896,000 | +7.0% | 632,475 | +8.8% | 1.22% | +13.4% |
| Q2 2022 | $12,057,000 | +25.9% | 581,343 | +27.9% | 1.08% | +45.0% |
| Q1 2022 | $9,580,000 | +112.1% | 454,633 | +119.7% | 0.74% | +119.5% |
| Q4 2021 | $4,517,000 | – | 206,921 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |