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 | $580,001 | -12.6% | 28,060 | -13.0% | 0.33% | -9.0% |
| Q2 2023 | $663,568 | +6.8% | 32,259 | +6.9% | 0.37% | +2.8% |
| Q1 2023 | $621,221 | +7.3% | 30,171 | +6.8% | 0.36% | +19.1% |
| Q4 2022 | $578,704 | -12.1% | 28,250 | -12.4% | 0.30% | -25.1% |
| Q3 2022 | $658,000 | -8.4% | 32,249 | -6.9% | 0.40% | +7.0% |
| Q2 2022 | $718,000 | -4.5% | 34,623 | -3.1% | 0.37% | -1.8% |
| Q1 2022 | $752,000 | +7.9% | 35,714 | +11.9% | 0.38% | +18.4% |
| Q4 2021 | $697,000 | -3.3% | 31,926 | -2.1% | 0.32% | -17.3% |
| Q3 2021 | $721,000 | +6.3% | 32,611 | +6.8% | 0.39% | +2.6% |
| Q2 2021 | $678,000 | +1.5% | 30,542 | +1.3% | 0.38% | -6.4% |
| Q1 2021 | $668,000 | – | 30,149 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |