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 | $874,889 | +7.1% | 42,327 | +6.6% | 0.00% | 0.0% |
| Q2 2023 | $816,840 | -10.4% | 39,710 | -10.3% | 0.00% | 0.0% |
| Q1 2023 | $911,391 | +5.5% | 44,264 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $863,477 | +14.5% | 42,151 | +14.0% | 0.00% | 0.0% |
| Q3 2022 | $754,000 | +6.5% | 36,977 | +8.3% | 0.00% | 0.0% |
| Q2 2022 | $708,000 | -3.5% | 34,143 | -1.9% | 0.00% | 0.0% |
| Q1 2022 | $734,000 | -12.4% | 34,822 | -9.2% | 0.00% | 0.0% |
| Q4 2021 | $838,000 | +0.2% | 38,371 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $836,000 | -31.7% | 37,808 | -31.5% | 0.00% | -50.0% |
| Q2 2021 | $1,224,000 | – | 55,163 | – | 0.00% | – |
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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% |