INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,248 | +0.5% | 24,250 | 0.0% | 0.09% | +6.0% |
| Q2 2023 | $498,823 | -41.6% | 24,250 | -41.6% | 0.08% | -44.7% |
| Q1 2023 | $854,485 | +0.5% | 41,500 | 0.0% | 0.15% | -1.9% |
| Q4 2022 | $850,132 | +0.5% | 41,500 | 0.0% | 0.16% | -4.9% |
| Q3 2022 | $846,000 | -10.1% | 41,500 | -8.5% | 0.16% | -9.9% |
| Q2 2022 | $941,000 | -14.7% | 45,350 | -13.4% | 0.18% | 0.0% |
| Q1 2022 | $1,103,000 | -3.5% | 52,350 | 0.0% | 0.18% | -5.7% |
| Q4 2021 | $1,143,000 | +88.9% | 52,350 | +91.4% | 0.19% | +69.9% |
| Q3 2021 | $605,000 | +82.2% | 27,350 | +82.9% | 0.11% | +88.3% |
| Q2 2021 | $332,000 | – | 14,950 | – | 0.06% | – |
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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% |