INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,945,484 | -3.6% | 674,679 | -4.0% | 0.04% | -5.1% |
| Q2 2023 | $14,459,964 | +108629.7% | 702,954 | +8.8% | 0.04% | 0.0% |
| Q1 2023 | $13,299 | +3.6% | 645,890 | +3.1% | 0.04% | -4.9% |
| Q4 2022 | $12,837 | -99.7% | 626,645 | +220.8% | 0.04% | +156.2% |
| Q3 2022 | $3,984,000 | -26.5% | 195,368 | -25.3% | 0.02% | -27.3% |
| Q2 2022 | $5,424,000 | -28.4% | 261,519 | -27.2% | 0.02% | -24.1% |
| Q1 2022 | $7,572,000 | +11.5% | 359,368 | +15.6% | 0.03% | 0.0% |
| Q4 2021 | $6,788,000 | +1164.1% | 310,969 | +1181.4% | 0.03% | +866.7% |
| Q3 2021 | $537,000 | – | 24,268 | – | 0.00% | – |
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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% |