INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 230 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,297 | +3.4% | 38,234 | +2.9% | 0.04% | +2.9% |
| Q2 2023 | $764,217 | +15.6% | 37,152 | +15.7% | 0.03% | +6.2% |
| Q1 2023 | $661,188 | +18.8% | 32,112 | +18.8% | 0.03% | +14.3% |
| Q4 2022 | $556,647 | +12.7% | 27,022 | +11.2% | 0.03% | 0.0% |
| Q3 2022 | $494,000 | -2.2% | 24,298 | +0.0% | 0.03% | -3.4% |
| Q2 2022 | $505,000 | +7.0% | 24,290 | +8.5% | 0.03% | -3.3% |
| Q1 2022 | $472,000 | -22.2% | 22,381 | -19.5% | 0.03% | -28.6% |
| Q4 2021 | $607,000 | -26.7% | 27,815 | -25.7% | 0.04% | -38.2% |
| Q3 2021 | $828,000 | +1.0% | 37,457 | +1.3% | 0.07% | -6.8% |
| Q2 2021 | $820,000 | -3.2% | 36,973 | -3.2% | 0.07% | -20.7% |
| Q1 2021 | $847,000 | -0.9% | 38,207 | 0.0% | 0.09% | -17.9% |
| Q4 2020 | $855,000 | +14.0% | 38,207 | +13.0% | 0.11% | +6.7% |
| Q3 2020 | $750,000 | +9.3% | 33,812 | +8.6% | 0.10% | -1.9% |
| Q2 2020 | $686,000 | +22.9% | 31,132 | +15.3% | 0.11% | +1.9% |
| Q1 2020 | $558,000 | – | 27,012 | – | 0.10% | – |
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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% |