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 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 | 781,891 | $16,099,131 | 16.11% |
| Lido Advisors, LLC | 47,049,884 | $968,757,109 | 9.42% |
| Ironwood Wealth Management, LLC. | 1,110,615 | $22,867,573 | 9.03% |
| Kaye Capital Management | 840,484 | $17,305,570 | 8.82% |
| Astor Investment Management LLC | 1,090,335 | $22,450 | 7.25% |
| Virginia National Bank | 80,622 | $1,660,006 | 5.84% |
| Transparent Wealth Partners LLC | 382,430 | $7,874,224 | 5.76% |
| Treasure Coast Financial Planning | 366,907 | $7,554,605 | 5.28% |
| IMA Wealth, Inc. | 989,374 | $20,371,216 | 5.25% |
| Sound Stewardship, LLC | 332,970 | $6,855,856 | 4.61% |