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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $885,379 | +5.5% | 42,834 | +5.0% | 0.32% | +6.6% |
Q2 2023 | $838,968 | +6.8% | 40,786 | +6.9% | 0.30% | +6.7% |
Q1 2023 | $785,900 | +3.4% | 38,169 | +2.9% | 0.28% | +0.7% |
Q4 2022 | $759,792 | +8.2% | 37,090 | +7.7% | 0.28% | -3.8% |
Q3 2022 | $702,000 | -0.4% | 34,453 | +1.3% | 0.29% | +1.4% |
Q2 2022 | $705,000 | +7.5% | 34,000 | +9.3% | 0.29% | +25.2% |
Q1 2022 | $656,000 | -3.4% | 31,111 | -0.0% | 0.23% | -5.0% |
Q4 2021 | $679,000 | +9.9% | 31,121 | +11.4% | 0.24% | -1.6% |
Q3 2021 | $618,000 | +5.3% | 27,935 | +5.6% | 0.25% | +5.6% |
Q2 2021 | $587,000 | +10.1% | 26,458 | +10.1% | 0.23% | +5.9% |
Q1 2021 | $533,000 | +13.9% | 24,037 | +14.9% | 0.22% | +3.8% |
Q4 2020 | $468,000 | +10.6% | 20,916 | +9.6% | 0.21% | -5.4% |
Q3 2020 | $423,000 | +12.2% | 19,084 | +11.5% | 0.22% | +4.2% |
Q2 2020 | $377,000 | +19.3% | 17,116 | +11.9% | 0.22% | -9.7% |
Q1 2020 | $316,000 | +4.6% | 15,300 | +8.8% | 0.24% | +37.6% |
Q4 2019 | $302,000 | +28.0% | 14,057 | +27.8% | 0.17% | +21.8% |
Q3 2019 | $236,000 | – | 10,998 | – | 0.14% | – |
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% |