INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 77 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $11,515,000 | +2.0% | 518,915 | +1.9% | 0.15% | -3.2% |
| Q1 2021 | $11,284,000 | +1.3% | 508,990 | +2.3% | 0.16% | -4.8% |
| Q4 2020 | $11,142,000 | +0.6% | 497,633 | -0.3% | 0.17% | -7.8% |
| Q3 2020 | $11,076,000 | +2.6% | 499,375 | +2.0% | 0.18% | 0.0% |
| Q2 2020 | $10,792,000 | +8.1% | 489,670 | +1.3% | 0.18% | -5.3% |
| Q1 2020 | $9,985,000 | +1.9% | 483,514 | +4.9% | 0.19% | +21.0% |
| Q4 2019 | $9,795,000 | -3.3% | 460,940 | -2.5% | 0.16% | -0.6% |
| Q3 2019 | $10,126,000 | +3.4% | 472,528 | +2.5% | 0.16% | +0.6% |
| Q2 2019 | $9,795,000 | +5.6% | 460,940 | +3.0% | 0.16% | 0.0% |
| Q1 2019 | $9,276,000 | -40.4% | 447,490 | -42.6% | 0.16% | -46.4% |
| Q4 2018 | $15,556,000 | -2.1% | 778,965 | -1.5% | 0.29% | +8.1% |
| Q3 2018 | $15,890,000 | -1.8% | 790,535 | -2.0% | 0.27% | -4.6% |
| Q2 2018 | $16,183,000 | – | 806,377 | – | 0.28% | – |
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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% |