INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,756,208 | +20.2% | 133,343 | +19.6% | 0.01% | +22.2% |
| Q2 2023 | $2,293,643 | +2.8% | 111,504 | +2.9% | 0.01% | -10.0% |
| Q1 2023 | $2,230,326 | +32.8% | 108,321 | +32.2% | 0.01% | +25.0% |
| Q4 2022 | $1,678,891 | -15.5% | 81,957 | -15.8% | 0.01% | -33.3% |
| Q3 2022 | $1,986,000 | +23.8% | 97,384 | +25.9% | 0.01% | +20.0% |
| Q2 2022 | $1,604,000 | +1.5% | 77,351 | +3.1% | 0.01% | 0.0% |
| Q1 2022 | $1,581,000 | +4.6% | 75,020 | +8.4% | 0.01% | 0.0% |
| Q4 2021 | $1,511,000 | -1.8% | 69,202 | -0.5% | 0.01% | -23.1% |
| Q3 2021 | $1,538,000 | +20.5% | 69,543 | +20.9% | 0.01% | +8.3% |
| Q2 2021 | $1,276,000 | +4.0% | 57,515 | +3.9% | 0.01% | -7.7% |
| Q1 2021 | $1,227,000 | +2.2% | 55,338 | +3.3% | 0.01% | -18.8% |
| Q4 2020 | $1,200,000 | +2.9% | 53,574 | +1.9% | 0.02% | -15.8% |
| Q3 2020 | $1,166,000 | +36.7% | 52,585 | +36.2% | 0.02% | +35.7% |
| Q2 2020 | $853,000 | -8.2% | 38,612 | -15.1% | 0.01% | -30.0% |
| Q1 2020 | $929,000 | +1.5% | 45,484 | +6.8% | 0.02% | +42.9% |
| Q4 2019 | $915,000 | +250.6% | 42,581 | +250.2% | 0.01% | +55.6% |
| Q3 2019 | $261,000 | +1205.0% | 12,158 | +1115.8% | 0.01% | +800.0% |
| Q4 2018 | $20,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |