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% | – |
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% |