BUTENSKY & COHEN FINANCIAL SECURITY, INC - INVESCO EXCH TRD SLF IDX FD ownership

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INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 366 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
BUTENSKY & COHEN FINANCIAL SECURITY, INC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
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%–
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Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2022
NameSharesValueWeighting ↓
Waycross Investment Management Co 727,516$15,037,76217.30%
Kaye Capital Management 1,199,105$24,785,50711.36%
Lido Advisors, LLC 55,735,214$1,152,046,8708.77%
Virginia National Bank 70,111$1,449,1946.61%
Treasure Coast Financial Planning 368,870$7,624,5335.29%
TruWealth Advisors, LLC 2,901,680$59,977,7195.16%
Sound Stewardship, LLC 335,355$6,931,7864.66%
Camelot Portfolios, LLC 234,542$4,847,9894.63%
KICKSTAND VENTURES, LLC. 680,300$14,061,8104.36%
S.E.E.D. Planning Group LLC 501,465$10,365,2824.00%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders