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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,627 | +181.3% | 127,111 | +180.0% | 0.10% | +180.6% |
| Q2 2023 | $934 | -10.5% | 45,395 | -10.5% | 0.04% | -18.2% |
| Q1 2023 | $1,044 | +8.0% | 50,727 | +7.4% | 0.04% | +2.3% |
| Q4 2022 | $967 | -99.9% | 47,212 | +40.0% | 0.04% | +26.5% |
| Q3 2022 | $687,000 | +1172.2% | 33,716 | +1276.2% | 0.03% | +750.0% |
| Q3 2020 | $54,000 | -44.9% | 2,450 | -44.9% | 0.00% | -42.9% |
| Q2 2020 | $98,000 | +6.5% | 4,450 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $92,000 | +31.4% | 4,450 | +36.9% | 0.01% | +60.0% |
| Q4 2019 | $70,000 | 0.0% | 3,250 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $70,000 | – | 3,250 | – | 0.01% | – |
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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% |