INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 179 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,363,995 | +0.8% | 65,990 | +0.3% | 0.05% | +1.9% |
| Q2 2023 | $1,353,706 | +4.1% | 65,810 | +4.2% | 0.05% | -1.9% |
| Q1 2023 | $1,300,612 | +2.9% | 63,169 | +2.4% | 0.05% | -15.9% |
| Q4 2022 | $1,263,869 | -8.5% | 61,697 | -8.9% | 0.06% | -12.5% |
| Q3 2022 | $1,381,000 | +24.6% | 67,730 | +26.7% | 0.07% | +26.3% |
| Q2 2022 | $1,108,000 | -9.9% | 53,447 | -8.4% | 0.06% | +9.6% |
| Q1 2022 | $1,230,000 | +24.7% | 58,364 | +29.2% | 0.05% | +20.9% |
| Q4 2021 | $986,000 | -7.3% | 45,163 | -6.2% | 0.04% | -18.9% |
| Q3 2021 | $1,064,000 | +1.1% | 48,145 | +1.5% | 0.05% | 0.0% |
| Q2 2021 | $1,052,000 | +17.9% | 47,426 | +17.8% | 0.05% | 0.0% |
| Q1 2021 | $892,000 | +34.3% | 40,246 | +35.8% | 0.05% | +15.2% |
| Q4 2020 | $664,000 | +439.8% | 29,642 | +434.1% | 0.05% | -2.1% |
| Q3 2020 | $123,000 | -79.8% | 5,550 | -79.9% | 0.05% | -13.0% |
| Q2 2020 | $609,000 | +3.2% | 27,634 | -3.3% | 0.05% | -14.3% |
| Q1 2020 | $590,000 | – | 28,591 | – | 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% |