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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,298,860 | +1.4% | 304,734 | +0.9% | 0.82% | -0.2% |
| Q2 2023 | $6,209,652 | +1.2% | 301,879 | +1.3% | 0.82% | -2.4% |
| Q1 2023 | $6,135,277 | +5.7% | 297,974 | +5.2% | 0.84% | +4.7% |
| Q4 2022 | $5,803,323 | +11.5% | 283,295 | +11.0% | 0.81% | +0.8% |
| Q3 2022 | $5,206,000 | +0.8% | 255,312 | +2.5% | 0.80% | +9.3% |
| Q2 2022 | $5,164,000 | +2.0% | 249,008 | +3.6% | 0.73% | +5.8% |
| Q1 2022 | $5,063,000 | +11.9% | 240,288 | +15.9% | 0.69% | +24.0% |
| Q4 2021 | $4,524,000 | -2.5% | 207,250 | -1.3% | 0.56% | -8.7% |
| Q3 2021 | $4,641,000 | +7.2% | 209,920 | +7.6% | 0.61% | +7.4% |
| Q2 2021 | $4,331,000 | +3.2% | 195,177 | +3.1% | 0.57% | -2.2% |
| Q1 2021 | $4,198,000 | – | 189,364 | – | 0.58% | – |
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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% |