INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $246,242 | -5.8% | 11,913 | -6.2% | 0.06% | -3.0% |
Q2 2023 | $261,383 | -32.2% | 12,707 | -32.1% | 0.07% | -32.0% |
Q1 2023 | $385,342 | +83852.5% | 18,715 | -16.5% | 0.10% | -15.7% |
Q4 2022 | $459 | -99.9% | 22,415 | +0.5% | 0.12% | -10.9% |
Q3 2022 | $455,000 | -60.1% | 22,300 | -59.4% | 0.13% | -57.3% |
Q2 2022 | $1,140,000 | -15.2% | 54,981 | -13.8% | 0.30% | -3.2% |
Q1 2022 | $1,344,000 | -20.2% | 63,776 | -17.4% | 0.31% | -21.4% |
Q4 2021 | $1,685,000 | +1.1% | 77,198 | +2.4% | 0.40% | -14.8% |
Q3 2021 | $1,667,000 | +33.0% | 75,413 | +33.6% | 0.47% | +32.4% |
Q2 2021 | $1,253,000 | +31.3% | 56,446 | +31.2% | 0.35% | +22.6% |
Q1 2021 | $954,000 | +110.6% | 43,020 | +112.7% | 0.29% | +91.3% |
Q4 2020 | $453,000 | +12.7% | 20,226 | +11.7% | 0.15% | -3.8% |
Q3 2020 | $402,000 | +6.1% | 18,103 | +5.3% | 0.16% | -5.5% |
Q2 2020 | $379,000 | +24.7% | 17,190 | +16.7% | 0.16% | +15.4% |
Q1 2020 | $304,000 | +22.1% | 14,735 | +27.0% | 0.14% | +60.7% |
Q4 2019 | $249,000 | +19.7% | 11,599 | +19.5% | 0.09% | +12.7% |
Q3 2019 | $208,000 | – | 9,707 | – | 0.08% | – |
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% |