INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 326 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,742,252 | -1.6% | 229,427 | -2.1% | 2.75% | +6.4% |
| Q2 2023 | $4,819,542 | +0.5% | 234,300 | +0.6% | 2.59% | -1.7% |
| Q1 2023 | $4,797,291 | -0.1% | 232,991 | -0.6% | 2.63% | -4.5% |
| Q4 2022 | $4,803,407 | -5.8% | 234,483 | -6.3% | 2.76% | -1.5% |
| Q3 2022 | $5,100,000 | 0.0% | 250,122 | +1.7% | 2.80% | +4.9% |
| Q2 2022 | $5,100,000 | +9.9% | 245,915 | +11.6% | 2.67% | +24.8% |
| Q1 2022 | $4,641,000 | +28.5% | 220,275 | +33.1% | 2.14% | +32.7% |
| Q4 2021 | $3,613,000 | +12.2% | 165,519 | +13.6% | 1.61% | +4.3% |
| Q3 2021 | $3,220,000 | +23.3% | 145,649 | +23.8% | 1.54% | +26.4% |
| Q2 2021 | $2,611,000 | – | 117,684 | – | 1.22% | – |
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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% |