INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 316 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,374,449 | +3.9% | 68,348 | +4.0% | 0.05% | +3.9% |
| Q2 2023 | $1,322,656 | +4.0% | 65,707 | +4.7% | 0.05% | -1.9% |
| Q1 2023 | $1,272,165 | +3.6% | 62,732 | +2.8% | 0.05% | -16.1% |
| Q4 2022 | $1,228,526 | -2.7% | 60,999 | -3.6% | 0.06% | -6.1% |
| Q3 2022 | $1,262,000 | +15.4% | 63,288 | +18.3% | 0.07% | +17.9% |
| Q2 2022 | $1,094,000 | -6.3% | 53,509 | -4.2% | 0.06% | +14.3% |
| Q1 2022 | $1,168,000 | +39.0% | 55,843 | +45.6% | 0.05% | +36.1% |
| Q4 2021 | $840,000 | -8.3% | 38,350 | -7.1% | 0.04% | -21.7% |
| Q3 2021 | $916,000 | +1.0% | 41,261 | +1.6% | 0.05% | +2.2% |
| Q2 2021 | $907,000 | +17.3% | 40,623 | +16.5% | 0.04% | -2.2% |
| Q1 2021 | $773,000 | – | 34,870 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GPM Growth Investors, Inc. | 694,154 | $13,959,437 | 7.29% |
| Kaye Capital Management | 687,013 | $13,815,827 | 6.33% |
| Virginia National Bank | 61,524 | $1,237,247 | 5.64% |
| Lido Advisors, LLC | 36,854,500 | $741,143,990 | 5.64% |
| Waycross Investment Management Co | 238,602 | $4,798,280 | 5.52% |
| AMJ Financial Wealth Management | 507,220 | $10,200,194 | 4.70% |
| Ironwood Wealth Management, LLC. | 571,986 | $11,502,638 | 4.69% |
| Sound Stewardship, LLC | 334,597 | $6,728,749 | 4.52% |
| Hudson Capital Management LLC | 553,070 | $11,122,240 | 4.43% |
| Red Spruce Capital, LLC | 384,290 | $7,728,072 | 4.39% |