INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 362 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,321,232 | +0.8% | 406,209 | +0.3% | 39.06% | -0.8% |
| Q3 2022 | $8,253,000 | -81.1% | 404,829 | -80.7% | 39.36% | +26.9% |
| Q2 2022 | $43,567,000 | +2.7% | 2,100,674 | +4.3% | 31.02% | +99.2% |
| Q1 2022 | $42,424,000 | +126.9% | 2,013,485 | +135.1% | 15.57% | +171.7% |
| Q4 2021 | $18,698,000 | +17.8% | 856,538 | +19.3% | 5.73% | +11.7% |
| Q3 2021 | $15,871,000 | +6.4% | 717,827 | +6.8% | 5.13% | +16.7% |
| Q2 2021 | $14,919,000 | – | 672,359 | – | 4.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oakhurst Advisors,LLC | 406,209 | $8,321,232 | 39.06% |
| Waycross Investment Management Co | 784,222 | $16,064,866 | 16.22% |
| Lido Advisors, LLC | 45,901,460 | $940,296,017 | 11.47% |
| Ironwood Wealth Management, LLC. | 1,022,120 | $20,938,231 | 8.74% |
| Astor Investment Management LLC | 1,154,950 | $23,659,261 | 7.23% |
| Hudson Capital Management LLC | 778,774 | $15,953,261 | 6.31% |
| Transparent Wealth Partners LLC | 378,764 | $7,759,016 | 6.07% |
| Virginia National Bank | 73,895 | $1,513,746 | 5.58% |
| Kaye Capital Management | 512,546 | $10,499,548 | 5.48% |
| Treasure Coast Financial Planning | 352,000 | $7,211,000 | 5.38% |