INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 215 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,238 | +21.9% | 33,829 | +21.3% | 0.05% | +25.6% |
| Q2 2023 | $573,530 | +1.5% | 27,882 | +1.6% | 0.04% | -2.3% |
| Q1 2023 | $564,954 | -6.9% | 27,438 | -7.4% | 0.04% | -13.7% |
| Q4 2022 | $606,815 | -0.7% | 29,622 | -1.1% | 0.05% | -12.1% |
| Q3 2022 | $611,000 | -4.5% | 29,951 | -2.9% | 0.06% | -3.3% |
| Q2 2022 | $640,000 | -5.7% | 30,854 | -4.2% | 0.06% | +5.3% |
| Q1 2022 | $679,000 | -4.8% | 32,202 | -1.5% | 0.06% | -9.5% |
| Q4 2021 | $713,000 | -1.5% | 32,681 | -0.2% | 0.06% | -10.0% |
| Q3 2021 | $724,000 | -0.7% | 32,746 | -0.4% | 0.07% | -2.8% |
| Q2 2021 | $729,000 | -1.2% | 32,862 | -1.3% | 0.07% | -19.1% |
| Q1 2021 | $738,000 | +11.8% | 33,290 | +12.9% | 0.09% | -8.2% |
| Q4 2020 | $660,000 | +32.5% | 29,478 | +31.3% | 0.10% | +9.0% |
| Q3 2020 | $498,000 | +20.9% | 22,449 | +20.0% | 0.09% | +1.1% |
| Q2 2020 | $412,000 | +26.4% | 18,702 | +18.5% | 0.09% | -2.2% |
| Q1 2020 | $326,000 | +14.8% | 15,779 | +19.1% | 0.09% | +13.9% |
| Q4 2019 | $284,000 | +234.1% | 13,249 | +235.9% | 0.08% | +163.3% |
| Q3 2019 | $85,000 | +70.0% | 3,944 | +68.5% | 0.03% | +50.0% |
| Q2 2019 | $50,000 | +316.7% | 2,341 | +316.5% | 0.02% | +233.3% |
| Q1 2019 | $12,000 | +50.0% | 562 | +36.4% | 0.01% | +50.0% |
| Q4 2018 | $8,000 | – | 412 | – | 0.00% | – |
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% |