INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,535 | -1.6% | 16,668 | -2.1% | 0.04% | +7.7% |
| Q2 2023 | $350,244 | -33.1% | 17,027 | -33.0% | 0.04% | -33.9% |
| Q1 2023 | $523,263 | -11.0% | 25,413 | -11.5% | 0.06% | -10.6% |
| Q4 2022 | $587,986 | -99.9% | 28,703 | +8.3% | 0.07% | +6.5% |
| Q3 2022 | $540,585,000 | -4.9% | 26,512 | -3.3% | 0.06% | +1.6% |
| Q2 2022 | $568,645,000 | +87518.6% | 27,418 | -11.0% | 0.06% | +5.2% |
| Q1 2022 | $649,000 | -13.8% | 30,816 | -10.7% | 0.06% | +5.5% |
| Q4 2021 | $753,000 | -11.7% | 34,502 | -10.6% | 0.06% | -15.4% |
| Q3 2021 | $853,000 | +7.8% | 38,595 | +8.2% | 0.06% | +10.2% |
| Q2 2021 | $791,000 | +2.6% | 35,665 | +2.5% | 0.06% | -1.7% |
| Q1 2021 | $771,000 | – | 34,798 | – | 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% |