INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 161 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,367,513 | +2.4% | 217,181 | +2.5% | 0.16% | +7.2% |
| Q2 2023 | $4,263,735 | -14.8% | 211,809 | -14.2% | 0.15% | -7.8% |
| Q1 2023 | $5,005,747 | +12.2% | 246,831 | +11.5% | 0.17% | +4.4% |
| Q4 2022 | $4,459,982 | +6.0% | 221,448 | +5.0% | 0.16% | -0.6% |
| Q3 2022 | $4,207,000 | +0.6% | 210,913 | +3.1% | 0.16% | +10.3% |
| Q2 2022 | $4,181,000 | +45.5% | 204,560 | +48.9% | 0.14% | +68.6% |
| Q1 2022 | $2,873,000 | -4.0% | 137,387 | +0.5% | 0.09% | +3.6% |
| Q4 2021 | $2,994,000 | +7.4% | 136,728 | +8.8% | 0.08% | -1.2% |
| Q3 2021 | $2,788,000 | +3.6% | 125,617 | +4.2% | 0.08% | +5.0% |
| Q2 2021 | $2,690,000 | +14.8% | 120,576 | +14.0% | 0.08% | +6.7% |
| Q1 2021 | $2,344,000 | +2.4% | 105,814 | +4.7% | 0.08% | -3.8% |
| Q4 2020 | $2,288,000 | – | 101,084 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 694,154 | $13,959,437 | 7.29% |
| Kaye Capital Management | 687,013 | $13,815,827 | 6.33% |
| Virginia National Bank | 61,524 | $1,237,247 | 5.64% |
| Lido Advisors, LLC | 36,854,500 | $741,143,990 | 5.64% |
| Waycross Investment Management Co | 238,602 | $4,798,280 | 5.52% |
| AMJ Financial Wealth Management | 507,220 | $10,200,194 | 4.70% |
| Ironwood Wealth Management, LLC. | 571,986 | $11,502,638 | 4.69% |
| Sound Stewardship, LLC | 334,597 | $6,728,749 | 4.52% |
| Hudson Capital Management LLC | 553,070 | $11,122,240 | 4.43% |
| Red Spruce Capital, LLC | 384,290 | $7,728,072 | 4.39% |