INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 326 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |