INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |