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 | $470,274 | -30.3% | 22,752 | -30.6% | 0.01% | -36.4% |
| Q2 2023 | $674,414 | -48.0% | 32,786 | -48.0% | 0.01% | -50.0% |
| Q1 2023 | $1,297,146 | -2.6% | 62,999 | -3.1% | 0.02% | -8.3% |
| Q4 2022 | $1,332,321 | +28.9% | 65,039 | +28.3% | 0.02% | -11.1% |
| Q3 2022 | $1,034,000 | +9.9% | 50,688 | +11.7% | 0.03% | +28.6% |
| Q2 2022 | $941,000 | -19.4% | 45,382 | -18.1% | 0.02% | -8.7% |
| Q1 2022 | $1,167,000 | -8.1% | 55,392 | -4.8% | 0.02% | -11.5% |
| Q4 2021 | $1,270,000 | -5.9% | 58,199 | -4.7% | 0.03% | 0.0% |
| Q3 2021 | $1,350,000 | +104.5% | 61,053 | +105.3% | 0.03% | +62.5% |
| Q2 2021 | $660,000 | +15.4% | 29,732 | +15.2% | 0.02% | 0.0% |
| Q1 2021 | $572,000 | +18.7% | 25,815 | +19.9% | 0.02% | +6.7% |
| Q4 2020 | $482,000 | -7.8% | 21,532 | -8.6% | 0.02% | -25.0% |
| Q3 2020 | $523,000 | +73.2% | 23,563 | +72.0% | 0.02% | +53.8% |
| Q2 2020 | $302,000 | +411.9% | 13,701 | +376.4% | 0.01% | +333.3% |
| Q1 2019 | $59,000 | – | 2,876 | – | 0.00% | – |
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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% |