INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $189,000 | -7.4% | 8,642 | -6.5% | 0.13% | -14.3% |
| Q3 2021 | $204,000 | +137.2% | 9,241 | +137.1% | 0.15% | +170.2% |
| Q2 2021 | $86,000 | -92.7% | 3,898 | -92.7% | 0.06% | -91.0% |
| Q1 2021 | $1,183,000 | -14.8% | 53,348 | -14.0% | 0.63% | -27.8% |
| Q4 2020 | $1,389,000 | +69.2% | 62,063 | +67.6% | 0.87% | +49.0% |
| Q3 2020 | $821,000 | -81.9% | 37,023 | -82.0% | 0.59% | -84.1% |
| Q2 2020 | $4,542,000 | -27.1% | 206,089 | -31.7% | 3.69% | -38.5% |
| Q1 2020 | $6,233,000 | -4.9% | 301,833 | -1.2% | 6.00% | +50.4% |
| Q4 2019 | $6,557,000 | +183.5% | 305,414 | +183.0% | 3.99% | +194.7% |
| Q3 2019 | $2,313,000 | +1442.0% | 107,912 | +1338.8% | 1.35% | +1473.3% |
| Q4 2018 | $150,000 | -0.7% | 7,500 | 0.0% | 0.09% | +24.6% |
| Q3 2018 | $151,000 | – | 7,500 | – | 0.07% | – |
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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% |