INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,649,756 | +3.9% | 176,572 | +3.4% | 0.14% | +8.7% |
| Q2 2023 | $3,512,013 | -43.1% | 170,734 | -43.0% | 0.13% | -38.5% |
| Q1 2023 | $6,169,638 | +3.6% | 299,642 | +3.0% | 0.20% | -3.8% |
| Q4 2022 | $5,957,653 | +3.5% | 290,828 | +3.0% | 0.21% | -2.7% |
| Q3 2022 | $5,756,000 | +1.8% | 282,276 | +3.5% | 0.22% | +11.2% |
| Q2 2022 | $5,654,000 | +91.0% | 272,610 | +94.1% | 0.20% | +121.3% |
| Q1 2022 | $2,960,000 | -3.0% | 140,466 | +0.4% | 0.09% | +4.7% |
| Q4 2021 | $3,053,000 | +7.3% | 139,851 | +8.6% | 0.08% | -1.2% |
| Q3 2021 | $2,846,000 | +3.9% | 128,722 | +4.3% | 0.09% | +4.9% |
| Q2 2021 | $2,740,000 | +13.1% | 123,457 | +13.0% | 0.08% | +6.5% |
| Q1 2021 | $2,422,000 | +3.3% | 109,263 | +4.4% | 0.08% | -3.8% |
| Q4 2020 | $2,344,000 | +10.0% | 104,696 | +9.0% | 0.08% | -4.8% |
| Q3 2020 | $2,131,000 | +2.9% | 96,079 | +2.3% | 0.08% | -7.7% |
| Q2 2020 | $2,070,000 | +52.7% | 93,934 | +43.0% | 0.09% | +12.3% |
| Q1 2020 | $1,356,000 | -0.4% | 65,688 | +3.5% | 0.08% | +42.1% |
| Q4 2019 | $1,362,000 | – | 63,451 | – | 0.06% | – |
Download | ||||||
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% |