INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 186 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,253,000 | +25.7% | 101,883 | +26.1% | 0.32% | +26.0% |
| Q2 2021 | $1,792,000 | +28.0% | 80,779 | +27.9% | 0.25% | +19.2% |
| Q1 2021 | $1,400,000 | +18.8% | 63,134 | +20.0% | 0.21% | +11.5% |
| Q4 2020 | $1,178,000 | +22.1% | 52,606 | +20.9% | 0.19% | +8.5% |
| Q3 2020 | $965,000 | +42.1% | 43,501 | +41.2% | 0.18% | +29.4% |
| Q2 2020 | $679,000 | +237.8% | 30,818 | +216.2% | 0.14% | +177.6% |
| Q1 2020 | $201,000 | -2.4% | 9,746 | +1.6% | 0.05% | +32.4% |
| Q4 2019 | $206,000 | – | 9,596 | – | 0.04% | – |
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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% |