INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $930,834 | -0.1% | 45,252 | 0.0% | 0.22% | +3.3% |
Q1 2023 | $931,739 | +0.5% | 45,252 | 0.0% | 0.21% | -69.8% |
Q4 2022 | $926,992 | -1.5% | 45,252 | -1.9% | 0.69% | -22.0% |
Q3 2022 | $941,000 | -1.7% | 46,150 | 0.0% | 0.89% | +23.5% |
Q2 2022 | $957,000 | -11.6% | 46,150 | -10.2% | 0.72% | +19.6% |
Q1 2022 | $1,082,000 | -3.5% | 51,373 | 0.0% | 0.60% | +186.2% |
Q4 2021 | $1,121,000 | -1.3% | 51,373 | 0.0% | 0.21% | -65.5% |
Q3 2021 | $1,136,000 | -0.4% | 51,373 | 0.0% | 0.61% | +0.3% |
Q2 2021 | $1,140,000 | +0.1% | 51,373 | 0.0% | 0.61% | +8.2% |
Q1 2021 | $1,139,000 | -1.0% | 51,373 | 0.0% | 0.56% | -20.3% |
Q4 2020 | $1,150,000 | +14.1% | 51,373 | +13.0% | 0.70% | -26.9% |
Q3 2020 | $1,008,000 | -0.1% | 45,468 | -0.7% | 0.96% | -7.0% |
Q2 2020 | $1,009,000 | +5.5% | 45,776 | -1.1% | 1.04% | -16.9% |
Q1 2020 | $956,000 | -3.8% | 46,278 | 0.0% | 1.25% | +26.4% |
Q4 2019 | $994,000 | – | 46,278 | – | 0.99% | – |
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% |