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 | $1,058,880 | +9.6% | 51,228 | +9.1% | 0.08% | +13.0% |
| Q2 2023 | $965,727 | +10.4% | 46,948 | +10.5% | 0.07% | +11.3% |
| Q1 2023 | $874,564 | -4.2% | 42,475 | -4.7% | 0.06% | -11.4% |
| Q4 2022 | $913,363 | +18.6% | 44,586 | +18.0% | 0.07% | +9.4% |
| Q3 2022 | $770,000 | -16.6% | 37,784 | -15.1% | 0.06% | -13.5% |
| Q2 2022 | $923,000 | +104.7% | 44,521 | +108.2% | 0.07% | +146.7% |
| Q1 2022 | $451,000 | +7.4% | 21,385 | +11.1% | 0.03% | +11.1% |
| Q4 2021 | $420,000 | +3.4% | 19,243 | +5.2% | 0.03% | -15.6% |
| Q2 2021 | $406,000 | – | 18,289 | – | 0.03% | – |
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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% |